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 | $142,738 | $91,538+55.9% | $129,995+9.8% | $75,163+89.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 19.73% | -631.11%+650.8pp | -137.18%+156.9pp | 160.62%-140.9pp |
| Employer contribution / active EE | $8,214 | $2,845+188.7% | $4,320+90.1% | $2,670+207.6% |
| Participant deferral / active EE | $9,251 | $4,341+113.1% | $5,820+59.0% | $4,125+124.3% |
| Admin fee / account holder | $4,829 | $6,790-28.9% | $10,614-54.5% | $5,651-14.5% |