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 | $235,482 | $127,386+84.9% | $115,037+104.7% | $125,391+87.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.02% | 31.28%-31.3pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $36,122 | $5,166+599.2% | $4,608+683.9% | $4,866+642.3% |
| Participant deferral / active EE | $24,100 | $6,423+275.2% | $6,026+299.9% | $5,352+350.3% |
| Admin fee / account holder | $8,301 | $9,516-12.8% | $8,175+1.5% | $9,540-13.0% |