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 | $234,177 | $103,376+126.5% | $87,100+168.9% | $152,861+53.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 14.04% | 28.10%-14.1pp | 28.19%-14.1pp | 345.32%-331.3pp |
| Employer contribution / active EE | $14,270 | $3,220+343.1% | $2,521+466.0% | $4,762+199.7% |
| Participant deferral / active EE | $5,563 | $4,778+16.4% | $4,049+37.4% | $5,850-4.9% |
| Admin fee / account holder | $5,887 | $12,205-51.8% | $7,497-21.5% | $11,596-49.2% |