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 | $235,240 | $167,484+40.5% | $151,611+55.2% | $134,475+74.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.97% | 7.80%-25.8pp | 3.33%-21.3pp | 417.96%-435.9pp |
| Employer contribution / active EE | $16,190 | $6,829+137.1% | $6,166+162.6% | $4,740+241.6% |
| Participant deferral / active EE | $14,273 | $8,986+58.8% | $8,363+70.7% | $6,400+123.0% |
| Admin fee / account holder | $999 | $13,783-92.7% | $11,616-91.4% | $11,426-91.3% |