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 | $124,720 | $127,386-2.1% | $115,037+8.4% | $125,391-0.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.36% | 31.28%-30.9pp | 26.14%-25.8pp | 282.22%-281.9pp |
| Employer contribution / active EE | $12,941 | $5,166+150.5% | $4,608+180.8% | $4,866+165.9% |
| Participant deferral / active EE | $11,281 | $6,423+75.6% | $6,026+87.2% | $5,352+110.8% |
| Admin fee / account holder | $1,980 | $9,516-79.2% | $8,175-75.8% | $9,540-79.3% |