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 | $198,279 | $167,484+18.4% | $151,611+30.8% | $134,475+47.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.29% | 7.80%-24.1pp | 3.33%-19.6pp | 417.96%-434.3pp |
| Employer contribution / active EE | $3,339 | $6,829-51.1% | $6,166-45.9% | $4,740-29.6% |
| Participant deferral / active EE | $5,950 | $8,986-33.8% | $8,363-28.9% | $6,400-7.0% |
| Admin fee / account holder | $9,060 | $13,783-34.3% | $11,616-22.0% | $11,426-20.7% |