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 | $152,233 | $73,004+108.5% | $90,749+67.8% | $68,494+122.3% |
| Participation rate | 97.8% | 70.8%+26.9pp | 75.7%+22.1pp | 67.9%+29.9pp |
| Annual return | 89.67% | -13.81%+103.5pp | -12.16%+101.8pp | -7.84%+97.5pp |
| Employer contribution / active EE | $8,096 | $2,193+269.2% | $2,921+177.2% | $2,596+211.8% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,745 | $5,896-53.4% | $8,445-67.5% | $5,403-49.2% |