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 | $101,955 | $127,386-20.0% | $115,037-11.4% | $125,391-18.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.91% | 31.28%-33.2pp | 26.14%-28.0pp | 282.22%-284.1pp |
| Employer contribution / active EE | $7,251 | $5,166+40.4% | $4,608+57.4% | $4,866+49.0% |
| Participant deferral / active EE | $6,854 | $6,423+6.7% | $6,026+13.7% | $5,352+28.1% |
| Admin fee / account holder | $471 | $9,516-95.0% | $8,175-94.2% | $9,540-95.1% |