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 | $190,652 | $91,538+108.3% | $129,995+46.7% | $75,163+153.6% |
| Participation rate | 95.1% | 71.4%+23.6pp | 78.5%+16.6pp | 67.2%+27.9pp |
| Annual return | 17.27% | -631.11%+648.4pp | -137.18%+154.4pp | 160.62%-143.4pp |
| Employer contribution / active EE | $15,037 | $2,845+428.5% | $4,320+248.1% | $2,670+463.2% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $17,122 | $6,790+152.2% | $10,614+61.3% | $5,651+203.0% |