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 | $228,904 | $97,757+134.2% | $83,848+173.0% | $135,375+69.1% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | 8.36% | 1287.37%-1279.0pp | 850.88%-842.5pp | 519.73%-511.4pp |
| Employer contribution / active EE | $10,000 | $4,222+136.9% | $3,631+175.4% | $4,779+109.3% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $108,253 | $6,674+1522.0% | $5,478+1876.1% | $10,827+899.8% |