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 10-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 | $201,750 | $49,280+309.4% | $67,313+199.7% | $64,186+214.3% |
| Participation rate | 98.1% | 60.8%+37.3pp | 69.1%+29.0pp | 69.6%+28.5pp |
| Annual return | 30.73% | -1.39%+32.1pp | -4.08%+34.8pp | 7.63%+23.1pp |
| Employer contribution / active EE | $10,180 | $1,668+510.2% | $2,566+296.8% | $2,381+327.6% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,780 | $3,863-2.1% | $4,507-16.1% | $4,888-22.7% |