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 | $197,254 | $94,625+108.5% | $116,228+69.7% | $84,808+132.6% |
| Participation rate | 98.0% | 70.4%+27.5pp | 74.6%+23.4pp | 68.3%+29.6pp |
| Annual return | 17.31% | 20.40%-3.1pp | 90.06%-72.7pp | 40.90%-23.6pp |
| Employer contribution / active EE | $11,181 | $2,347+376.5% | $2,994+273.4% | $2,631+325.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,953-100.0% | $4,212-100.0% |
| Admin fee / account holder | $8,208 | $10,091-18.7% | $11,989-31.5% | $7,344+11.8% |