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 | $207,919 | $190,805+9.0% | $159,960+30.0% | $134,475+54.6% |
| Participation rate | 93.8% | 81.9%+11.8pp | 78.0%+15.8pp | 81.2%+12.5pp |
| Annual return | -11.41% | 552.23%-563.6pp | 408.60%-420.0pp | 417.96%-429.4pp |
| Employer contribution / active EE | $4,438 | $4,995-11.1% | $4,226+5.0% | $4,740-6.4% |
| Participant deferral / active EE | $7,172 | $6,923+3.6% | $6,182+16.0% | $6,400+12.1% |
| Admin fee / account holder | $892 | $10,471-91.5% | $8,698-89.7% | $11,426-92.2% |