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 | $193,736 | $167,484+15.7% | $151,611+27.8% | $134,475+44.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.90% | 7.80%-23.7pp | 3.33%-19.2pp | 417.96%-433.9pp |
| Employer contribution / active EE | $4,833 | $6,829-29.2% | $6,166-21.6% | $4,740+2.0% |
| Participant deferral / active EE | $7,057 | $8,986-21.5% | $8,363-15.6% | $6,400+10.3% |
| Admin fee / account holder | $58,743 | $13,783+326.2% | $11,616+405.7% | $11,426+414.1% |