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 | $100,673 | $127,386-21.0% | $115,037-12.5% | $125,391-19.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.82% | 31.28%-34.1pp | 26.14%-29.0pp | 282.22%-285.0pp |
| Employer contribution / active EE | $9,507 | $5,166+84.0% | $4,608+106.3% | $4,866+95.4% |
| Participant deferral / active EE | $15,217 | $6,423+136.9% | $6,026+152.5% | $5,352+184.3% |
| Admin fee / account holder | $315 | $9,516-96.7% | $8,175-96.2% | $9,540-96.7% |