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 | $176,584 | $83,427+111.7% | $115,756+52.5% | $68,494+157.8% |
| Participation rate | 96.7% | 71.9%+24.8pp | 77.1%+19.6pp | 67.9%+28.8pp |
| Annual return | 10.57% | -10.95%+21.5pp | 143.14%-132.6pp | -7.84%+18.4pp |
| Employer contribution / active EE | $4,042 | $3,075+31.5% | $3,793+6.6% | $2,596+55.7% |
| Participant deferral / active EE | $0 | $5,355-100.0% | $6,254-100.0% | $4,027-100.0% |
| Admin fee / account holder | $18,213 | $5,708+219.1% | $8,124+124.2% | $5,403+237.1% |