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 | $226,447 | $59,097+283.2% | $82,389+174.9% | $74,304+204.8% |
| Participation rate | 90.0% | 52.8%+37.2pp | 69.5%+20.5pp | 60.3%+29.7pp |
| Annual return | 15.45% | 22.85%-7.4pp | 28.67%-13.2pp | 29.43%-14.0pp |
| Employer contribution / active EE | $14,188 | $1,601+786.3% | $2,517+463.7% | $2,241+533.0% |
| Participant deferral / active EE | $0 | $2,775-100.0% | $4,155-100.0% | $3,767-100.0% |
| Admin fee / account holder | $19,663 | $4,489+338.0% | $7,231+171.9% | $2,969+562.3% |