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 | $238,437 | $211,958+12.5% | $169,463+40.7% | $135,375+76.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -2.80% | 3.26%-6.1pp | 1.83%-4.6pp | 519.73%-522.5pp |
| Employer contribution / active EE | $15,424 | $5,120+201.3% | $4,159+270.9% | $4,779+222.8% |
| Participant deferral / active EE | $14,207 | $6,075+133.9% | $5,277+169.2% | $5,609+153.3% |
| Admin fee / account holder | $5,720 | $11,471-50.1% | $9,109-37.2% | $10,827-47.2% |