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 8-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 | $183,637 | $167,484+9.6% | $151,611+21.1% | $134,475+36.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.54% | 7.80%-28.3pp | 3.33%-23.9pp | 417.96%-438.5pp |
| Employer contribution / active EE | $47,590 | $6,829+596.9% | $6,166+671.8% | $4,740+904.1% |
| Participant deferral / active EE | $21,875 | $8,986+143.4% | $8,363+161.6% | $6,400+241.8% |
| Admin fee / account holder | $598 | $13,783-95.7% | $11,616-94.9% | $11,426-94.8% |