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 | $244,554 | $59,584+310.4% | $86,874+181.5% | $79,386+208.1% |
| Participation rate | 99.0% | 67.7%+31.3pp | 71.6%+27.4pp | 70.7%+28.3pp |
| Annual return | 37.87% | 23.15%+14.7pp | 63.52%-25.6pp | 116.85%-79.0pp |
| Employer contribution / active EE | $4,597 | $1,768+160.0% | $2,495+84.2% | $2,427+89.4% |
| Participant deferral / active EE | $0 | $3,036-100.0% | $3,699-100.0% | $4,046-100.0% |
| Admin fee / account holder | $3,031 | $604+401.7% | $5,828-48.0% | $626+383.9% |