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 | $242,709 | $211,958+14.5% | $169,463+43.2% | $135,375+79.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.55% | 3.26%-11.8pp | 1.83%-10.4pp | 519.73%-528.3pp |
| Employer contribution / active EE | $14,008 | $5,120+173.6% | $4,159+236.8% | $4,779+193.1% |
| Participant deferral / active EE | $9,639 | $6,075+58.7% | $5,277+82.7% | $5,609+71.9% |
| Admin fee / account holder | $1,877 | $11,471-83.6% | $9,109-79.4% | $10,827-82.7% |