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 | $133,608 | $127,386+4.9% | $115,037+16.1% | $125,391+6.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.46% | 31.28%-32.7pp | 26.14%-27.6pp | 282.22%-283.7pp |
| Employer contribution / active EE | $3,374 | $5,166-34.7% | $4,608-26.8% | $4,866-30.7% |
| Participant deferral / active EE | $10,475 | $6,423+63.1% | $6,026+73.8% | $5,352+95.7% |
| Admin fee / account holder | $10,128 | $9,516+6.4% | $8,175+23.9% | $9,540+6.2% |