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 | $131,761 | $91,538+43.9% | $129,995+1.4% | $75,163+75.3% |
| Participation rate | 86.3% | 71.4%+14.8pp | 78.5%+7.8pp | 67.2%+19.1pp |
| Annual return | 18.84% | -631.11%+650.0pp | -137.18%+156.0pp | 160.62%-141.8pp |
| Employer contribution / active EE | $5,843 | $2,845+105.4% | $4,320+35.3% | $2,670+118.9% |
| Participant deferral / active EE | $5,326 | $4,341+22.7% | $5,820-8.5% | $4,125+29.1% |
| Admin fee / account holder | $2,535 | $6,790-62.7% | $10,614-76.1% | $5,651-55.1% |