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 | $197,282 | $127,386+54.9% | $115,037+71.5% | $125,391+57.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.48% | 31.28%-31.8pp | 26.14%-26.6pp | 282.22%-282.7pp |
| Employer contribution / active EE | $1,031 | $5,166-80.1% | $4,608-77.6% | $4,866-78.8% |
| Participant deferral / active EE | $7,549 | $6,423+17.5% | $6,026+25.3% | $5,352+41.1% |
| Admin fee / account holder | $8,692 | $9,516-8.7% | $8,175+6.3% | $9,540-8.9% |