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 | $196,964 | $109,413+80.0% | $156,263+26.0% | $84,808+132.2% |
| Participation rate | 90.0% | 72.7%+17.3pp | 78.9%+11.1pp | 68.3%+21.7pp |
| Annual return | 26.77% | 20.18%+6.6pp | 59.47%-32.7pp | 40.90%-14.1pp |
| Employer contribution / active EE | $10,500 | $2,907+261.2% | $4,333+142.3% | $2,631+299.1% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,046 | $9,357-67.4% | $14,255-78.6% | $7,344-58.5% |