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 | $127,713 | $197,825-35.4% | $155,790-18.0% | $125,391+1.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.83% | 86.74%-85.9pp | 71.54%-70.7pp | 282.22%-281.4pp |
| Employer contribution / active EE | $1,200 | $4,847-75.2% | $3,836-68.7% | $4,866-75.3% |
| Participant deferral / active EE | $1,200 | $5,630-78.7% | $4,797-75.0% | $5,352-77.6% |
| Admin fee / account holder | $996 | $9,545-89.6% | $7,478-86.7% | $9,540-89.6% |