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 | $216,169 | $167,484+29.1% | $151,611+42.6% | $134,475+60.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.67% | 7.80%-15.5pp | 3.33%-11.0pp | 417.96%-425.6pp |
| Employer contribution / active EE | $16,330 | $6,829+139.1% | $6,166+164.8% | $4,740+244.5% |
| Participant deferral / active EE | $8,623 | $8,986-4.0% | $8,363+3.1% | $6,400+34.7% |
| Admin fee / account holder | $7,619 | $13,783-44.7% | $11,616-34.4% | $11,426-33.3% |