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 | $225,579 | $167,484+34.7% | $151,611+48.8% | $134,475+67.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.76% | 7.80%-24.6pp | 3.33%-20.1pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,413 | $6,829-64.7% | $6,166-60.9% | $4,740-49.1% |
| Participant deferral / active EE | $19,067 | $8,986+112.2% | $8,363+128.0% | $6,400+197.9% |
| Admin fee / account holder | $4,917 | $13,783-64.3% | $11,616-57.7% | $11,426-57.0% |