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 7-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 | $199,832 | $167,484+19.3% | $151,611+31.8% | $134,475+48.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.85% | 7.80%-26.7pp | 3.33%-22.2pp | 417.96%-436.8pp |
| Employer contribution / active EE | $5,522 | $6,829-19.1% | $6,166-10.4% | $4,740+16.5% |
| Participant deferral / active EE | $17,491 | $8,986+94.7% | $8,363+109.1% | $6,400+173.3% |
| Admin fee / account holder | $1,744 | $13,783-87.3% | $11,616-85.0% | $11,426-84.7% |