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 | $156,090 | $67,411+131.6% | $91,001+71.5% | $70,131+122.6% |
| Participation rate | 96.9% | 71.4%+25.5pp | 75.6%+21.3pp | 69.5%+27.4pp |
| Annual return | 14.66% | -40.16%+54.8pp | 4.60%+10.1pp | 73.14%-58.5pp |
| Employer contribution / active EE | $9,816 | $1,786+449.6% | $2,456+299.7% | $2,342+319.1% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,547-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,363 | $4,236+50.2% | $5,417+17.5% | $4,645+37.0% |