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 | $227,972 | $167,484+36.1% | $151,611+50.4% | $134,475+69.5% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -20.66% | 7.80%-28.5pp | 3.33%-24.0pp | 417.96%-438.6pp |
| Employer contribution / active EE | $16,413 | $6,829+140.3% | $6,166+166.2% | $4,740+246.3% |
| Participant deferral / active EE | $10,206 | $8,986+13.6% | $8,363+22.0% | $6,400+59.5% |
| Admin fee / account holder | $324 | $13,783-97.6% | $11,616-97.2% | $11,426-97.2% |