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 | $207,671 | $127,386+63.0% | $115,037+80.5% | $125,391+65.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.68% | 31.28%-30.6pp | 26.14%-25.5pp | 282.22%-281.5pp |
| Employer contribution / active EE | $5,269 | $5,166+2.0% | $4,608+14.4% | $4,866+8.3% |
| Participant deferral / active EE | $12,923 | $6,423+101.2% | $6,026+114.4% | $5,352+141.5% |
| Admin fee / account holder | $40,025 | $9,516+320.6% | $8,175+389.6% | $9,540+319.5% |