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 | $202,506 | $167,484+20.9% | $151,611+33.6% | $134,475+50.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.85% | 7.80%-18.7pp | 3.33%-14.2pp | 417.96%-428.8pp |
| Employer contribution / active EE | $15,707 | $6,829+130.0% | $6,166+154.7% | $4,740+231.4% |
| Participant deferral / active EE | $8,663 | $8,986-3.6% | $8,363+3.6% | $6,400+35.4% |
| Admin fee / account holder | $2,686 | $13,783-80.5% | $11,616-76.9% | $11,426-76.5% |