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 | $225,612 | $80,968+178.6% | $96,544+133.7% | $75,163+200.2% |
| Participation rate | 84.1% | 71.8%+12.3pp | 76.0%+8.1pp | 67.2%+16.9pp |
| Annual return | 13.38% | 27.06%-13.7pp | 25.84%-12.5pp | 160.62%-147.2pp |
| Employer contribution / active EE | $20,455 | $2,282+796.4% | $2,965+589.9% | $2,670+666.1% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $18,971 | $6,724+182.1% | $8,252+129.9% | $5,651+235.7% |