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 | $139,353 | $91,538+52.2% | $129,995+7.2% | $75,163+85.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.07% | -631.11%+647.2pp | -137.18%+153.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $15,973 | $2,845+461.4% | $4,320+269.8% | $2,670+498.3% |
| Participant deferral / active EE | $8,106 | $4,341+86.7% | $5,820+39.3% | $4,125+96.5% |
| Admin fee / account holder | $11,518 | $6,790+69.6% | $10,614+8.5% | $5,651+103.8% |