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 | $185,356 | $167,484+10.7% | $151,611+22.3% | $134,475+37.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.03% | 7.80%-21.8pp | 3.33%-17.4pp | 417.96%-432.0pp |
| Employer contribution / active EE | $19,407 | $6,829+184.2% | $6,166+214.7% | $4,740+309.5% |
| Participant deferral / active EE | $12,587 | $8,986+40.1% | $8,363+50.5% | $6,400+96.7% |
| Admin fee / account holder | $11,466 | $13,783-16.8% | $11,616-1.3% | $11,426+0.4% |