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 | $235,879 | $211,958+11.3% | $169,463+39.2% | $135,375+74.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -1.54% | 3.26%-4.8pp | 1.83%-3.4pp | 519.73%-521.3pp |
| Employer contribution / active EE | $4,145 | $5,120-19.0% | $4,159-0.3% | $4,779-13.3% |
| Participant deferral / active EE | $7,176 | $6,075+18.1% | $5,277+36.0% | $5,609+27.9% |
| Admin fee / account holder | $31,304 | $11,471+172.9% | $9,109+243.7% | $10,827+189.1% |