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 | $115,665 | $127,386-9.2% | $115,037+0.5% | $125,391-7.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.73% | 31.28%-30.5pp | 26.14%-25.4pp | 282.22%-281.5pp |
| Employer contribution / active EE | $4,163 | $5,166-19.4% | $4,608-9.7% | $4,866-14.4% |
| Participant deferral / active EE | $6,526 | $6,423+1.6% | $6,026+8.3% | $5,352+22.0% |
| Admin fee / account holder | $1,471 | $9,516-84.5% | $8,175-82.0% | $9,540-84.6% |