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 | $202,619 | $167,484+21.0% | $151,611+33.6% | $134,475+50.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.70% | 7.80%-26.5pp | 3.33%-22.0pp | 417.96%-436.7pp |
| Employer contribution / active EE | $19,622 | $6,829+187.3% | $6,166+218.2% | $4,740+314.0% |
| Participant deferral / active EE | $18,000 | $8,986+100.3% | $8,363+115.2% | $6,400+181.3% |
| Admin fee / account holder | $2,350 | $13,783-82.9% | $11,616-79.8% | $11,426-79.4% |