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 | $237,165 | $154,117+53.9% | $129,995+82.4% | $139,434+70.1% |
| Participation rate | 85.0% | 82.0%+3.0pp | 78.5%+6.5pp | 80.3%+4.7pp |
| Annual return | 39.64% | 32.48%+7.2pp | -137.18%+176.8pp | 372.94%-333.3pp |
| Employer contribution / active EE | $14,653 | $5,289+177.1% | $4,320+239.2% | $4,751+208.4% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,820-100.0% | $6,710-100.0% |
| Admin fee / account holder | $7,725 | $14,007-44.8% | $10,614-27.2% | $11,403-32.3% |