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 | $107,663 | $127,386-15.5% | $115,037-6.4% | $125,391-14.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.42% | 31.28%-32.7pp | 26.14%-27.6pp | 282.22%-283.6pp |
| Employer contribution / active EE | $2,660 | $5,166-48.5% | $4,608-42.3% | $4,866-45.3% |
| Participant deferral / active EE | $3,981 | $6,423-38.0% | $6,026-33.9% | $5,352-25.6% |
| Admin fee / account holder | $22,642 | $9,516+137.9% | $8,175+177.0% | $9,540+137.3% |