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 | $125,563 | $65,365+92.1% | $92,893+35.2% | $72,985+72.0% |
| Participation rate | 97.2% | 68.3%+28.9pp | 76.0%+21.2pp | 69.5%+27.7pp |
| Annual return | 18.07% | 42.10%-24.0pp | 109.41%-91.3pp | 81.00%-62.9pp |
| Employer contribution / active EE | $5,254 | $2,594+102.5% | $3,653+43.8% | $2,440+115.4% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $12,994 | $4,251+205.6% | $5,794+124.3% | $5,124+153.6% |