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 | $219,000 | $61,660+255.2% | $80,019+173.7% | $64,186+241.2% |
| Participation rate | 97.5% | 71.7%+25.8pp | 75.8%+21.7pp | 69.6%+27.9pp |
| Annual return | 14.48% | -0.33%+14.8pp | 11.22%+3.3pp | 7.63%+6.9pp |
| Employer contribution / active EE | $5,829 | $1,810+222.0% | $2,468+136.2% | $2,381+144.8% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,500 | $5,417-53.8% | $6,521-61.7% | $4,888-48.8% |