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 5-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 | $119,545 | $48,265+147.7% | $68,791+73.8% | $68,494+74.5% |
| Participation rate | 92.5% | 60.7%+31.8pp | 69.0%+23.5pp | 67.9%+24.6pp |
| Annual return | 124.32% | -12.71%+137.0pp | -6.38%+130.7pp | -7.84%+132.2pp |
| Employer contribution / active EE | $15,408 | $1,829+742.6% | $2,655+480.3% | $2,596+493.5% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,941-100.0% | $4,027-100.0% |
| Admin fee / account holder | $7,160 | $4,355+64.4% | $4,932+45.2% | $5,403+32.5% |