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 | $240,458 | $67,606+255.7% | $82,313+192.1% | $70,131+242.9% |
| Participation rate | 98.1% | 72.8%+25.4pp | 76.9%+21.3pp | 69.5%+28.6pp |
| Annual return | 13.59% | 21.57%-8.0pp | 25.88%-12.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $17,593 | $1,755+902.5% | $2,428+624.5% | $2,342+651.0% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8,264 | $4,512+83.2% | $5,608+47.4% | $4,645+77.9% |