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 | $195,452 | $127,386+53.4% | $115,037+69.9% | $125,391+55.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.69% | 31.28%-32.0pp | 26.14%-26.8pp | 282.22%-282.9pp |
| Employer contribution / active EE | $3,899 | $5,166-24.5% | $4,608-15.4% | $4,866-19.9% |
| Participant deferral / active EE | $9,624 | $6,423+49.8% | $6,026+59.7% | $5,352+79.8% |
| Admin fee / account holder | $1,206 | $9,516-87.3% | $8,175-85.3% | $9,540-87.4% |