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 | $232,035 | $127,386+82.2% | $115,037+101.7% | $125,391+85.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.14% | 31.28%-31.1pp | 26.14%-26.0pp | 282.22%-282.1pp |
| Employer contribution / active EE | $13,909 | $5,166+169.2% | $4,608+201.9% | $4,866+185.8% |
| Participant deferral / active EE | $20,000 | $6,423+211.4% | $6,026+231.9% | $5,352+273.7% |
| Admin fee / account holder | $3,156 | $9,516-66.8% | $8,175-61.4% | $9,540-66.9% |