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 | $210,224 | $167,484+25.5% | $151,611+38.7% | $134,475+56.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.48% | 7.80%-21.3pp | 3.33%-16.8pp | 417.96%-431.4pp |
| Employer contribution / active EE | $3,566 | $6,829-47.8% | $6,166-42.2% | $4,740-24.8% |
| Participant deferral / active EE | $4,997 | $8,986-44.4% | $8,363-40.3% | $6,400-21.9% |
| Admin fee / account holder | $1,738 | $13,783-87.4% | $11,616-85.0% | $11,426-84.8% |