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 | $178,365 | $82,664+115.8% | $125,339+42.3% | $68,494+160.4% |
| Participation rate | 96.2% | 75.0%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | 11.55% | -5.97%+17.5pp | 572.05%-560.5pp | -7.84%+19.4pp |
| Employer contribution / active EE | $23,077 | $3,381+582.5% | $4,814+379.4% | $2,596+788.8% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $13,304 | $6,275+112.0% | $10,010+32.9% | $5,403+146.2% |