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 | $177,723 | $53,127+234.5% | $86,590+105.2% | $70,131+153.4% |
| Participation rate | 74.4% | 65.3%+9.1pp | 73.5%+0.9pp | 69.5%+4.9pp |
| Annual return | 16.89% | 27.66%-10.8pp | 964.84%-948.0pp | 73.14%-56.3pp |
| Employer contribution / active EE | $12,595 | $2,068+509.0% | $2,839+343.6% | $2,342+437.7% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,714 | $3,585+87.2% | $4,906+36.9% | $4,645+44.5% |