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 | $134,943 | $113,935+18.4% | $94,224+43.2% | $125,391+7.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.14% | 5.29%-6.4pp | 10.68%-11.8pp | 282.22%-283.4pp |
| Employer contribution / active EE | $22,550 | $4,727+377.1% | $3,587+528.7% | $4,866+363.4% |
| Participant deferral / active EE | $11,718 | $5,179+126.3% | $4,320+171.2% | $5,352+119.0% |
| Admin fee / account holder | $987 | $8,391-88.2% | $6,269-84.3% | $9,540-89.7% |