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 | $248,970 | $101,618+145.0% | $93,063+167.5% | $137,256+81.4% |
| Participation rate | 87.0% | 74.9%+12.0pp | 72.1%+14.8pp | 80.0%+7.0pp |
| Annual return | 13.93% | 223.95%-210.0pp | 34.15%-20.2pp | 220.34%-206.4pp |
| Employer contribution / active EE | $8,696 | $2,707+221.2% | $2,476+251.2% | $4,156+109.2% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,758 | $6,198-39.4% | $6,033-37.7% | $12,270-69.4% |