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 | $203,022 | $167,484+21.2% | $151,611+33.9% | $134,475+51.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.02% | 7.80%-24.8pp | 3.33%-20.3pp | 417.96%-435.0pp |
| Employer contribution / active EE | $6,996 | $6,829+2.4% | $6,166+13.5% | $4,740+47.6% |
| Participant deferral / active EE | $10,496 | $8,986+16.8% | $8,363+25.5% | $6,400+64.0% |
| Admin fee / account holder | $27,980 | $13,783+103.0% | $11,616+140.9% | $11,426+144.9% |