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 | $74,440 | $127,386-41.6% | $115,037-35.3% | $125,391-40.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.10% | 31.28%-32.4pp | 26.14%-27.2pp | 282.22%-283.3pp |
| Employer contribution / active EE | $5,658 | $5,166+9.5% | $4,608+22.8% | $4,866+16.3% |
| Participant deferral / active EE | $6,924 | $6,423+7.8% | $6,026+14.9% | $5,352+29.4% |
| Admin fee / account holder | $792 | $9,516-91.7% | $8,175-90.3% | $9,540-91.7% |