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 | $217,557 | $167,484+29.9% | $151,611+43.5% | $134,475+61.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.62% | 7.80%-22.4pp | 3.33%-18.0pp | 417.96%-432.6pp |
| Employer contribution / active EE | $8,982 | $6,829+31.5% | $6,166+45.7% | $4,740+89.5% |
| Participant deferral / active EE | $8,659 | $8,986-3.6% | $8,363+3.5% | $6,400+35.3% |
| Admin fee / account holder | $33,518 | $13,783+143.2% | $11,616+188.5% | $11,426+193.3% |