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 | $76,442 | $127,386-40.0% | $115,037-33.6% | $125,391-39.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.25% | 31.28%-32.5pp | 26.14%-27.4pp | 282.22%-283.5pp |
| Employer contribution / active EE | $12,526 | $5,166+142.5% | $4,608+171.9% | $4,866+157.4% |
| Participant deferral / active EE | $2,798 | $6,423-56.4% | $6,026-53.6% | $5,352-47.7% |
| Admin fee / account holder | $11,551 | $9,516+21.4% | $8,175+41.3% | $9,540+21.1% |