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 | $234,388 | $114,381+104.9% | $107,525+118.0% | $142,382+64.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 14.77% | 242.71%-227.9pp | 181.32%-166.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $17,908 | $4,015+346.1% | $3,754+377.1% | $4,299+316.5% |
| Participant deferral / active EE | $0 | $5,564-100.0% | $5,116-100.0% | $6,507-100.0% |
| Admin fee / account holder | $3,709 | $9,860-62.4% | $8,919-58.4% | $12,624-70.6% |