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 | $161,228 | $129,942+24.1% | $104,294+54.6% | $134,475+19.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -14.26% | 42.03%-56.3pp | 24.61%-38.9pp | 417.96%-432.2pp |
| Employer contribution / active EE | $6,267 | $4,184+49.8% | $3,372+85.9% | $4,740+32.2% |
| Participant deferral / active EE | $6,737 | $5,588+20.6% | $4,625+45.7% | $6,400+5.3% |
| Admin fee / account holder | $11,403 | $9,323+22.3% | $7,339+55.4% | $11,426-0.2% |