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 | $139,895 | $56,897+145.9% | $84,750+65.1% | $62,891+122.4% |
| Participation rate | 98.0% | 68.5%+29.5pp | 76.6%+21.4pp | 69.3%+28.7pp |
| Annual return | 4.71% | 6.30%-1.6pp | 22.78%-18.1pp | 20.14%-15.4pp |
| Employer contribution / active EE | $6,450 | $2,400+168.8% | $3,574+80.5% | $2,281+182.8% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $25,070 | $3,581+600.1% | $5,332+370.2% | $4,296+483.6% |