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 | $212,605 | $111,754+90.2% | $103,333+105.7% | $145,922+45.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.43% | 24.77%-11.3pp | 24.88%-11.4pp | 561.29%-547.9pp |
| Employer contribution / active EE | $7,660 | $4,212+81.8% | $3,868+98.0% | $4,660+64.4% |
| Participant deferral / active EE | $3,597 | $5,619-36.0% | $5,057-28.9% | $6,688-46.2% |
| Admin fee / account holder | $36,075 | $9,750+270.0% | $8,355+331.8% | $13,397+169.3% |