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 | $156,993 | $127,386+23.2% | $115,037+36.5% | $125,391+25.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.50% | 31.28%-33.8pp | 26.14%-28.6pp | 282.22%-284.7pp |
| Employer contribution / active EE | $10,000 | $5,166+93.6% | $4,608+117.0% | $4,866+105.5% |
| Participant deferral / active EE | $6,344 | $6,423-1.2% | $6,026+5.3% | $5,352+18.6% |
| Admin fee / account holder | $718 | $9,516-92.5% | $8,175-91.2% | $9,540-92.5% |