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 5-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 | $209,240 | $167,484+24.9% | $151,611+38.0% | $134,475+55.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.69% | 7.80%-20.5pp | 3.33%-16.0pp | 417.96%-430.7pp |
| Employer contribution / active EE | $24,213 | $6,829+254.6% | $6,166+292.7% | $4,740+410.9% |
| Participant deferral / active EE | $16,323 | $8,986+81.7% | $8,363+95.2% | $6,400+155.1% |
| Admin fee / account holder | $6,178 | $13,783-55.2% | $11,616-46.8% | $11,426-45.9% |