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 | $135,485 | $91,538+48.0% | $129,995+4.2% | $75,163+80.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.78% | -631.11%+647.9pp | -137.18%+154.0pp | 160.62%-143.8pp |
| Employer contribution / active EE | $2,524 | $2,845-11.3% | $4,320-41.6% | $2,670-5.5% |
| Participant deferral / active EE | $9,124 | $4,341+110.2% | $5,820+56.8% | $4,125+121.2% |
| Admin fee / account holder | $2,233 | $6,790-67.1% | $10,614-79.0% | $5,651-60.5% |