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 | $168,153 | $149,679+12.3% | $117,039+43.7% | $147,584+13.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 0.00% | 19.31%-19.3pp | 18.95%-18.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $4,120 | $4,937-16.5% | $3,785+8.9% | $4,876-15.5% |
| Participant deferral / active EE | $7,417 | $4,912+51.0% | $3,929+88.7% | $5,439+36.4% |
| Admin fee / account holder | $1,204 | $7,856-84.7% | $5,974-79.9% | $10,885-88.9% |