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 6-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 | $185,082 | $167,484+10.5% | $151,611+22.1% | $134,475+37.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.57% | 7.80%-23.4pp | 3.33%-18.9pp | 417.96%-433.5pp |
| Employer contribution / active EE | $4,114 | $6,829-39.8% | $6,166-33.3% | $4,740-13.2% |
| Participant deferral / active EE | $11,650 | $8,986+29.6% | $8,363+39.3% | $6,400+82.0% |
| Admin fee / account holder | $18,296 | $13,783+32.7% | $11,616+57.5% | $11,426+60.1% |