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 | $213,020 | $167,484+27.2% | $151,611+40.5% | $134,475+58.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.86% | 7.80%-23.7pp | 3.33%-19.2pp | 417.96%-433.8pp |
| Employer contribution / active EE | $7,359 | $6,829+7.8% | $6,166+19.4% | $4,740+55.3% |
| Participant deferral / active EE | $9,049 | $8,986+0.7% | $8,363+8.2% | $6,400+41.4% |
| Admin fee / account holder | $1,865 | $13,783-86.5% | $11,616-83.9% | $11,426-83.7% |