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 | $152,583 | $50,082+204.7% | $93,406+63.4% | $79,858+91.1% |
| Participation rate | 100.0% | 60.9%+39.1pp | 66.8%+33.2pp | 69.6%+30.4pp |
| Annual return | 14.93% | 24.59%-9.7pp | 78.05%-63.1pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,493 | $1,303+14.6% | $2,075-28.0% | $2,471-39.6% |
| Participant deferral / active EE | $0 | $2,212-100.0% | $3,126-100.0% | $3,740-100.0% |
| Admin fee / account holder | $31,949 | $3,454+825.0% | $5,230+510.9% | $5,306+502.1% |