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 | $174,986 | $50,958+243.4% | $74,550+134.7% | $64,186+172.6% |
| Participation rate | 89.7% | 61.1%+28.7pp | 69.1%+20.6pp | 69.6%+20.2pp |
| Annual return | 16.01% | -1.86%+17.9pp | 32.53%-16.5pp | 7.63%+8.4pp |
| Employer contribution / active EE | $2,564 | $1,115+129.9% | $1,961+30.8% | $2,381+7.7% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $78,179 | $4,223+1751.4% | $5,060+1445.2% | $4,888+1499.4% |