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 | $233,214 | $167,484+39.2% | $151,611+53.8% | $134,475+73.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.26% | 7.80%-21.1pp | 3.33%-16.6pp | 417.96%-431.2pp |
| Employer contribution / active EE | $6,903 | $6,829+1.1% | $6,166+12.0% | $4,740+45.7% |
| Participant deferral / active EE | $8,046 | $8,986-10.5% | $8,363-3.8% | $6,400+25.7% |
| Admin fee / account holder | $5,562 | $13,783-59.6% | $11,616-52.1% | $11,426-51.3% |