See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,775 | $89,698+97.1% | $103,464+70.9% | $80,874+118.6% |
| Participation rate | 97.8% | 76.0%+21.9pp | 80.5%+17.3pp | 67.6%+30.2pp |
| Annual return | 52.99% | 22.78%+30.2pp | 23.91%+29.1pp | 35.62%+17.4pp |
| Employer contribution / active EE | $3,688 | $4,018-8.2% | $4,677-21.1% | $2,756+33.8% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $6,624-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,224 | $6,768-67.1% | $9,410-76.4% | $6,935-67.9% |