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 | $234,284 | $211,958+10.5% | $169,463+38.3% | $135,375+73.1% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -5.07% | 3.26%-8.3pp | 1.83%-6.9pp | 519.73%-524.8pp |
| Employer contribution / active EE | $9,745 | $5,120+90.3% | $4,159+134.3% | $4,779+103.9% |
| Participant deferral / active EE | $10,051 | $6,075+65.4% | $5,277+90.5% | $5,609+79.2% |
| Admin fee / account holder | $2,724 | $11,471-76.2% | $9,109-70.1% | $10,827-74.8% |