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 5-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 | $155,518 | $167,484-7.1% | $151,611+2.6% | $134,475+15.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -5.37% | 7.80%-13.2pp | 3.33%-8.7pp | 417.96%-423.3pp |
| Employer contribution / active EE | $17,258 | $6,829+152.7% | $6,166+179.9% | $4,740+264.1% |
| Participant deferral / active EE | $13,656 | $8,986+52.0% | $8,363+63.3% | $6,400+113.4% |
| Admin fee / account holder | $355,279 | $13,783+2477.7% | $11,616+2958.6% | $11,426+3009.4% |