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 | $134,972 | $138,065-2.2% | $123,544+9.2% | $135,375-0.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.24% | 153.68%-153.4pp | 119.20%-119.0pp | 519.73%-519.5pp |
| Employer contribution / active EE | $4,948 | $5,151-4.0% | $4,628+6.9% | $4,779+3.5% |
| Participant deferral / active EE | $7,238 | $6,799+6.5% | $6,426+12.6% | $5,609+29.0% |
| Admin fee / account holder | $31,278 | $10,916+186.5% | $9,284+236.9% | $10,827+188.9% |