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 | $207,964 | $167,484+24.2% | $151,611+37.2% | $134,475+54.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.34% | 7.80%-27.1pp | 3.33%-22.7pp | 417.96%-437.3pp |
| Employer contribution / active EE | $6,231 | $6,829-8.8% | $6,166+1.1% | $4,740+31.5% |
| Participant deferral / active EE | $16,040 | $8,986+78.5% | $8,363+91.8% | $6,400+150.6% |
| Admin fee / account holder | $6,823 | $13,783-50.5% | $11,616-41.3% | $11,426-40.3% |