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 | $111,245 | $106,115+4.8% | $85,969+29.4% | $125,391-11.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -2.77% | 13.93%-16.7pp | 9.32%-12.1pp | 282.22%-285.0pp |
| Employer contribution / active EE | $9,608 | $4,537+111.8% | $3,474+176.5% | $4,866+97.5% |
| Participant deferral / active EE | $6,000 | $4,859+23.5% | $3,829+56.7% | $5,352+12.1% |
| Admin fee / account holder | $944 | $8,144-88.4% | $6,053-84.4% | $9,540-90.1% |