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 | $231,706 | $50,958+354.7% | $74,550+210.8% | $64,186+261.0% |
| Participation rate | 92.1% | 61.1%+31.0pp | 69.1%+23.0pp | 69.6%+22.5pp |
| Annual return | 10.16% | -1.86%+12.0pp | 32.53%-22.4pp | 7.63%+2.5pp |
| Employer contribution / active EE | $5,171 | $1,115+363.6% | $1,961+163.7% | $2,381+117.2% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,421 | $4,223+28.4% | $5,060+7.1% | $4,888+10.9% |