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 | $144,501 | $69,207+108.8% | $64,056+125.6% | $139,434+3.6% |
| Participation rate | 81.8% | 75.6%+6.2pp | 72.3%+9.5pp | 80.3%+1.5pp |
| Annual return | 10.19% | 45.88%-35.7pp | 33.69%-23.5pp | 372.94%-362.8pp |
| Employer contribution / active EE | $13,872 | $3,182+335.9% | $2,747+405.1% | $4,751+192.0% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,880-100.0% | $6,710-100.0% |
| Admin fee / account holder | $8,302 | $4,244+95.6% | $3,068+170.6% | $11,403-27.2% |