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 | $132,109 | $162,781-18.8% | $133,956-1.4% | $158,922-16.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.19% | 41.94%-23.7pp | 45.09%-26.9pp | 302.83%-284.6pp |
| Employer contribution / active EE | $1,122 | $4,975-77.4% | $3,919-71.4% | $4,761-76.4% |
| Participant deferral / active EE | $13,135 | $5,911+122.2% | $5,048+160.2% | $5,982+119.6% |
| Admin fee / account holder | $498 | $11,736-95.8% | $8,927-94.4% | $11,246-95.6% |