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 | $196,868 | $167,484+17.5% | $151,611+29.9% | $134,475+46.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.68% | 7.80%-22.5pp | 3.33%-18.0pp | 417.96%-432.6pp |
| Employer contribution / active EE | $12,462 | $6,829+82.5% | $6,166+102.1% | $4,740+162.9% |
| Participant deferral / active EE | $11,762 | $8,986+30.9% | $8,363+40.6% | $6,400+83.8% |
| Admin fee / account holder | $2,371 | $13,783-82.8% | $11,616-79.6% | $11,426-79.2% |