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 | $175,930 | $167,484+5.0% | $151,611+16.0% | $134,475+30.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.94% | 7.80%-24.7pp | 3.33%-20.3pp | 417.96%-434.9pp |
| Employer contribution / active EE | $5,079 | $6,829-25.6% | $6,166-17.6% | $4,740+7.2% |
| Participant deferral / active EE | $8,653 | $8,986-3.7% | $8,363+3.5% | $6,400+35.2% |
| Admin fee / account holder | $52,233 | $13,783+279.0% | $11,616+349.7% | $11,426+357.1% |