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 | $248,531 | $127,386+95.1% | $115,037+116.0% | $125,391+98.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.70% | 31.28%-32.0pp | 26.14%-26.8pp | 282.22%-282.9pp |
| Employer contribution / active EE | $12,997 | $5,166+151.6% | $4,608+182.1% | $4,866+167.1% |
| Participant deferral / active EE | $9,960 | $6,423+55.1% | $6,026+65.3% | $5,352+86.1% |
| Admin fee / account holder | $10,595 | $9,516+11.3% | $8,175+29.6% | $9,540+11.1% |