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 | $107,839 | $91,538+17.8% | $129,995-17.0% | $75,163+43.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 17.44% | -631.11%+648.6pp | -137.18%+154.6pp | 160.62%-143.2pp |
| Employer contribution / active EE | $9,494 | $2,845+233.7% | $4,320+119.8% | $2,670+255.6% |
| Participant deferral / active EE | $4,015 | $4,341-7.5% | $5,820-31.0% | $4,125-2.7% |
| Admin fee / account holder | $2,144 | $6,790-68.4% | $10,614-79.8% | $5,651-62.1% |