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 | $108,526 | $167,307-35.1% | $143,757-24.5% | $134,475-19.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -2.54% | 0.46%-3.0pp | -0.04%-2.5pp | 417.96%-420.5pp |
| Employer contribution / active EE | $10,675 | $5,619+90.0% | $4,951+115.6% | $4,740+125.2% |
| Participant deferral / active EE | $7,138 | $6,446+10.7% | $5,637+26.6% | $6,400+11.5% |
| Admin fee / account holder | $877 | $18,088-95.1% | $14,673-94.0% | $11,426-92.3% |