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 | $208,140 | $167,484+24.3% | $151,611+37.3% | $134,475+54.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.26% | 7.80%-19.1pp | 3.33%-14.6pp | 417.96%-429.2pp |
| Employer contribution / active EE | $5,092 | $6,829-25.4% | $6,166-17.4% | $4,740+7.4% |
| Participant deferral / active EE | $7,049 | $8,986-21.6% | $8,363-15.7% | $6,400+10.1% |
| Admin fee / account holder | $1,493 | $13,783-89.2% | $11,616-87.1% | $11,426-86.9% |