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 | $200,505 | $167,484+19.7% | $151,611+32.2% | $134,475+49.1% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.5%+5.4pp | 81.2%+11.6pp |
| Annual return | -13.95% | 7.80%-21.7pp | 3.33%-17.3pp | 417.96%-431.9pp |
| Employer contribution / active EE | $7,844 | $6,829+14.9% | $6,166+27.2% | $4,740+65.5% |
| Participant deferral / active EE | $5,522 | $8,986-38.5% | $8,363-34.0% | $6,400-13.7% |
| Admin fee / account holder | $7,713 | $13,783-44.0% | $11,616-33.6% | $11,426-32.5% |