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 | $101,496 | $140,588-27.8% | $123,104-17.6% | $125,391-19.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.11% | 16.80%-16.9pp | 13.22%-13.3pp | 282.22%-282.3pp |
| Employer contribution / active EE | $12,410 | $6,041+105.4% | $5,151+140.9% | $4,866+155.0% |
| Participant deferral / active EE | $7,380 | $6,980+5.7% | $6,230+18.5% | $5,352+37.9% |
| Admin fee / account holder | $27,224 | $11,198+143.1% | $9,015+202.0% | $9,540+185.4% |