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 9-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 | $158,362 | $127,386+24.3% | $115,037+37.7% | $125,391+26.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.34% | 31.28%-32.6pp | 26.14%-27.5pp | 282.22%-283.6pp |
| Employer contribution / active EE | $5,096 | $5,166-1.4% | $4,608+10.6% | $4,866+4.7% |
| Participant deferral / active EE | $24,346 | $6,423+279.0% | $6,026+304.0% | $5,352+354.9% |
| Admin fee / account holder | $1,075 | $9,516-88.7% | $8,175-86.9% | $9,540-88.7% |