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 | $155,734 | $127,386+22.3% | $115,037+35.4% | $125,391+24.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.06% | 31.28%-34.3pp | 26.14%-29.2pp | 282.22%-285.3pp |
| Employer contribution / active EE | $8,497 | $5,166+64.5% | $4,608+84.4% | $4,866+74.6% |
| Participant deferral / active EE | $9,617 | $6,423+49.7% | $6,026+59.6% | $5,352+79.7% |
| Admin fee / account holder | $19,450 | $9,516+104.4% | $8,175+137.9% | $9,540+103.9% |