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 7-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 | $173,516 | $167,484+3.6% | $151,611+14.4% | $134,475+29.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.43% | 7.80%-25.2pp | 3.33%-20.8pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,868 | $6,829-58.0% | $6,166-53.5% | $4,740-39.5% |
| Participant deferral / active EE | $14,348 | $8,986+59.7% | $8,363+71.6% | $6,400+124.2% |
| Admin fee / account holder | $382 | $13,783-97.2% | $11,616-96.7% | $11,426-96.7% |