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 | $201,910 | $99,341+103.2% | $84,750+138.2% | $273,961-26.3% |
| Participation rate | 93.8% | 80.7%+13.1pp | 76.6%+17.2pp | 83.0%+10.7pp |
| Annual return | 52.95% | 22.93%+30.0pp | 22.78%+30.2pp | 41.45%+11.5pp |
| Employer contribution / active EE | $7,413 | $4,214+75.9% | $3,574+107.4% | $4,869+52.3% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,202 | $6,644-66.9% | $5,332-58.7% | $10,132-78.3% |