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 | $228,666 | $83,337+174.4% | $67,834+237.1% | $273,961-16.5% |
| Participation rate | 88.9% | 76.4%+12.5pp | 68.8%+20.1pp | 83.0%+5.9pp |
| Annual return | 4.93% | 259.45%-254.5pp | 138.47%-133.5pp | 41.45%-36.5pp |
| Employer contribution / active EE | $14,714 | $3,287+347.6% | $2,403+512.2% | $4,869+202.2% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $125,571 | $6,752+1759.8% | $4,622+2616.6% | $10,132+1139.4% |