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 | $126,158 | $67,411+87.1% | $91,001+38.6% | $70,131+79.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 17.12% | -40.16%+57.3pp | 4.60%+12.5pp | 73.14%-56.0pp |
| Employer contribution / active EE | $3,531 | $1,786+97.7% | $2,456+43.8% | $2,342+50.7% |
| Participant deferral / active EE | $4,690 | $2,823+66.2% | $3,547+32.2% | $3,332+40.8% |
| Admin fee / account holder | $883 | $4,236-79.2% | $5,417-83.7% | $4,645-81.0% |