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 | $187,314 | $167,484+11.8% | $151,611+23.5% | $134,475+39.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.01% | 7.80%-18.8pp | 3.33%-14.3pp | 417.96%-429.0pp |
| Employer contribution / active EE | $6,410 | $6,829-6.1% | $6,166+4.0% | $4,740+35.2% |
| Participant deferral / active EE | $5,778 | $8,986-35.7% | $8,363-30.9% | $6,400-9.7% |
| Admin fee / account holder | $2,408 | $13,783-82.5% | $11,616-79.3% | $11,426-78.9% |