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 | $147,516 | $59,839+146.5% | $81,983+79.9% | $79,858+84.7% |
| Participation rate | 80.3% | 61.6%+18.7pp | 69.2%+11.1pp | 69.6%+10.7pp |
| Annual return | 10.50% | 17.56%-7.1pp | 41.31%-30.8pp | 31.71%-21.2pp |
| Employer contribution / active EE | $17,626 | $1,713+928.7% | $2,498+605.6% | $2,471+613.4% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $41,824 | $4,287+875.5% | $5,664+638.5% | $5,306+688.2% |