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 | $212,592 | $140,588+51.2% | $123,104+72.7% | $125,391+69.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.18% | 16.80%-19.0pp | 13.22%-15.4pp | 282.22%-284.4pp |
| Employer contribution / active EE | $15,326 | $6,041+153.7% | $5,151+197.5% | $4,866+215.0% |
| Participant deferral / active EE | $17,168 | $6,980+145.9% | $6,230+175.6% | $5,352+220.8% |
| Admin fee / account holder | $1,525 | $11,198-86.4% | $9,015-83.1% | $9,540-84.0% |