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 | $175,216 | $167,307+4.7% | $143,757+21.9% | $134,475+30.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -2.51% | 0.46%-3.0pp | -0.04%-2.5pp | 417.96%-420.5pp |
| Employer contribution / active EE | $5,813 | $5,619+3.4% | $4,951+17.4% | $4,740+22.6% |
| Participant deferral / active EE | $13,667 | $6,446+112.0% | $5,637+142.4% | $6,400+113.6% |
| Admin fee / account holder | $610 | $18,088-96.6% | $14,673-95.8% | $11,426-94.7% |