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 | $159,155 | $57,354+177.5% | $83,848+89.8% | $64,186+148.0% |
| Participation rate | 98.4% | 68.6%+29.8pp | 76.1%+22.3pp | 69.6%+28.8pp |
| Annual return | 18.40% | 11.38%+7.0pp | 850.88%-832.5pp | 7.63%+10.8pp |
| Employer contribution / active EE | $11,556 | $2,545+354.0% | $3,631+218.3% | $2,381+385.4% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,791 | $4,046-6.3% | $5,478-30.8% | $4,888-22.4% |