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 | $128,300 | $127,386+0.7% | $115,037+11.5% | $125,391+2.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.06% | 31.28%-30.2pp | 26.14%-25.1pp | 282.22%-281.2pp |
| Employer contribution / active EE | $6,669 | $5,166+29.1% | $4,608+44.7% | $4,866+37.0% |
| Participant deferral / active EE | $8,596 | $6,423+33.8% | $6,026+42.6% | $5,352+60.6% |
| Admin fee / account holder | $4,810 | $9,516-49.5% | $8,175-41.2% | $9,540-49.6% |