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 | $141,971 | $91,538+55.1% | $129,995+9.2% | $75,163+88.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 17.81% | -631.11%+648.9pp | -137.18%+155.0pp | 160.62%-142.8pp |
| Employer contribution / active EE | $6,771 | $2,845+138.0% | $4,320+56.7% | $2,670+153.6% |
| Participant deferral / active EE | $4,838 | $4,341+11.4% | $5,820-16.9% | $4,125+17.3% |
| Admin fee / account holder | $4,952 | $6,790-27.1% | $10,614-53.3% | $5,651-12.4% |