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 | $148,832 | $82,978+79.4% | $129,995+14.5% | $71,457+108.3% |
| Participation rate | 99.0% | 74.1%+25.0pp | 78.5%+20.6pp | 67.9%+31.1pp |
| Annual return | 18.00% | 20.60%-2.6pp | -137.18%+155.2pp | 28.85%-10.8pp |
| Employer contribution / active EE | $11,271 | $2,622+329.9% | $4,320+160.9% | $2,588+335.6% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $4,178 | $1,729+141.6% | $10,614-60.6% | $1,587+163.2% |