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 | $226,142 | $167,484+35.0% | $151,611+49.2% | $134,475+68.2% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.5%+4.8pp | 81.2%+11.1pp |
| Annual return | -11.74% | 7.80%-19.5pp | 3.33%-15.1pp | 417.96%-429.7pp |
| Employer contribution / active EE | $4,563 | $6,829-33.2% | $6,166-26.0% | $4,740-3.7% |
| Participant deferral / active EE | $10,071 | $8,986+12.1% | $8,363+20.4% | $6,400+57.4% |
| Admin fee / account holder | $28,031 | $13,783+103.4% | $11,616+141.3% | $11,426+145.3% |