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 | $121,743 | $127,386-4.4% | $115,037+5.8% | $125,391-2.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.09% | 31.28%-33.4pp | 26.14%-28.2pp | 282.22%-284.3pp |
| Employer contribution / active EE | $7,995 | $5,166+54.8% | $4,608+73.5% | $4,866+64.3% |
| Participant deferral / active EE | $11,608 | $6,423+80.7% | $6,026+92.6% | $5,352+116.9% |
| Admin fee / account holder | $19,303 | $9,516+102.8% | $8,175+136.1% | $9,540+102.3% |