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 | $101,338 | $127,386-20.4% | $115,037-11.9% | $125,391-19.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.37% | 31.28%-32.6pp | 26.14%-27.5pp | 282.22%-283.6pp |
| Employer contribution / active EE | $1,501 | $5,166-70.9% | $4,608-67.4% | $4,866-69.1% |
| Participant deferral / active EE | $6,067 | $6,423-5.5% | $6,026+0.7% | $5,352+13.4% |
| Admin fee / account holder | $29,360 | $9,516+208.5% | $8,175+259.1% | $9,540+207.7% |