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 | $168,877 | $51,175+230.0% | $70,515+139.5% | $75,163+124.7% |
| Participation rate | 82.4% | 60.9%+21.4pp | 68.3%+14.0pp | 67.2%+15.2pp |
| Annual return | 13.66% | 30.02%-16.4pp | 32.77%-19.1pp | 160.62%-147.0pp |
| Employer contribution / active EE | $18,523 | $1,826+914.4% | $2,973+523.0% | $2,670+593.8% |
| Participant deferral / active EE | $0 | $2,849-100.0% | $4,567-100.0% | $4,125-100.0% |
| Admin fee / account holder | $7,301 | $4,091+78.5% | $6,412+13.9% | $5,651+29.2% |