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 | $198,786 | $63,346+213.8% | $92,233+115.5% | $70,131+183.4% |
| Participation rate | 91.1% | 68.7%+22.4pp | 76.5%+14.6pp | 69.5%+21.6pp |
| Annual return | 13.55% | 530.12%-516.6pp | 176.28%-162.7pp | 73.14%-59.6pp |
| Employer contribution / active EE | $2,203 | $2,471-10.9% | $3,679-40.1% | $2,342-6.0% |
| Participant deferral / active EE | $10,185 | $2,854+256.9% | $3,897+161.4% | $3,332+205.7% |
| Admin fee / account holder | $17,579 | $3,840+357.8% | $5,194+238.5% | $4,645+278.4% |