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 | $134,151 | $167,484-19.9% | $151,611-11.5% | $134,475-0.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -2.90% | 7.80%-10.7pp | 3.33%-6.2pp | 417.96%-420.9pp |
| Employer contribution / active EE | $6,750 | $6,829-1.2% | $6,166+9.5% | $4,740+42.4% |
| Participant deferral / active EE | $13,000 | $8,986+44.7% | $8,363+55.4% | $6,400+103.1% |
| Admin fee / account holder | $20,631 | $13,783+49.7% | $11,616+77.6% | $11,426+80.6% |