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 | $170,427 | $127,386+33.8% | $115,037+48.1% | $125,391+35.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.13% | 31.28%-31.1pp | 26.14%-26.0pp | 282.22%-282.1pp |
| Employer contribution / active EE | $2,794 | $5,166-45.9% | $4,608-39.4% | $4,866-42.6% |
| Participant deferral / active EE | $7,957 | $6,423+23.9% | $6,026+32.0% | $5,352+48.7% |
| Admin fee / account holder | $971 | $9,516-89.8% | $8,175-88.1% | $9,540-89.8% |