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 | $231,754 | $167,484+38.4% | $151,611+52.9% | $134,475+72.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.72% | 7.80%-25.5pp | 3.33%-21.1pp | 417.96%-435.7pp |
| Employer contribution / active EE | $13,107 | $6,829+91.9% | $6,166+112.6% | $4,740+176.5% |
| Participant deferral / active EE | $14,379 | $8,986+60.0% | $8,363+71.9% | $6,400+124.7% |
| Admin fee / account holder | $20,731 | $13,783+50.4% | $11,616+78.5% | $11,426+81.4% |