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 | $120,752 | $91,538+31.9% | $129,995-7.1% | $75,163+60.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.58% | -631.11%+646.7pp | -137.18%+152.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $3,121 | $2,845+9.7% | $4,320-27.7% | $2,670+16.9% |
| Participant deferral / active EE | $7,057 | $4,341+62.6% | $5,820+21.3% | $4,125+71.1% |
| Admin fee / account holder | $19,041 | $6,790+180.4% | $10,614+79.4% | $5,651+237.0% |