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 | $172,819 | $167,484+3.2% | $151,611+14.0% | $134,475+28.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -6.23% | 7.80%-14.0pp | 3.33%-9.6pp | 417.96%-424.2pp |
| Employer contribution / active EE | $8,793 | $6,829+28.8% | $6,166+42.6% | $4,740+85.5% |
| Participant deferral / active EE | $26,042 | $8,986+189.8% | $8,363+211.4% | $6,400+306.9% |
| Admin fee / account holder | $415 | $13,783-97.0% | $11,616-96.4% | $11,426-96.4% |