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 | $218,558 | $110,257+98.2% | $96,544+126.4% | $139,434+56.7% |
| Participation rate | 95.5% | 78.1%+17.4pp | 76.0%+19.5pp | 80.3%+15.1pp |
| Annual return | 12.06% | 26.32%-14.3pp | 25.84%-13.8pp | 372.94%-360.9pp |
| Employer contribution / active EE | $9,545 | $3,620+163.7% | $2,965+221.9% | $4,751+100.9% |
| Participant deferral / active EE | $0 | $5,548-100.0% | $4,851-100.0% | $6,710-100.0% |
| Admin fee / account holder | $50,055 | $11,591+331.8% | $8,252+506.6% | $11,403+339.0% |