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 5-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 | $146,962 | $148,978-1.4% | $200,582-26.7% | $84,808+73.3% |
| Participation rate | 98.3% | 84.2%+14.1pp | 86.9%+11.4pp | 68.3%+30.0pp |
| Annual return | 22.32% | 28.16%-5.8pp | 42.33%-20.0pp | 40.90%-18.6pp |
| Employer contribution / active EE | $13,423 | $4,815+178.8% | $6,419+109.1% | $2,631+410.2% |
| Participant deferral / active EE | $0 | $7,142-100.0% | $9,331-100.0% | $4,212-100.0% |
| Admin fee / account holder | $8,384 | $13,977-40.0% | $16,305-48.6% | $7,344+14.2% |