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 | $170,037 | $55,636+205.6% | $81,983+107.4% | $73,488+131.4% |
| Participation rate | 99.1% | 62.3%+36.8pp | 69.2%+29.8pp | 70.7%+28.4pp |
| Annual return | 23.20% | 19.07%+4.1pp | 41.31%-18.1pp | 28.51%-5.3pp |
| Employer contribution / active EE | $3,559 | $1,625+119.1% | $2,498+42.5% | $2,270+56.8% |
| Participant deferral / active EE | $0 | $2,762-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $20,786 | $493+4118.2% | $5,664+267.0% | $513+3951.3% |