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 | $150,499 | $53,127+183.3% | $86,590+73.8% | $70,131+114.6% |
| Participation rate | 98.2% | 65.3%+32.9pp | 73.5%+24.6pp | 69.5%+28.6pp |
| Annual return | 12.63% | 27.66%-15.0pp | 964.84%-952.2pp | 73.14%-60.5pp |
| Employer contribution / active EE | $13,575 | $2,068+556.4% | $2,839+378.1% | $2,342+479.5% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $13,433 | $3,585+274.6% | $4,906+173.8% | $4,645+189.2% |