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 | $180,136 | $65,041+177.0% | $90,951+98.1% | $79,858+125.6% |
| Participation rate | 95.9% | 61.6%+34.3pp | 69.0%+26.9pp | 69.6%+26.3pp |
| Annual return | 43.60% | 30.45%+13.2pp | 134.60%-91.0pp | 31.71%+11.9pp |
| Employer contribution / active EE | $17,589 | $1,247+1310.3% | $2,122+728.9% | $2,471+611.9% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $10,145 | $4,536+123.7% | $5,959+70.3% | $5,306+91.2% |