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 | $194,752 | $167,484+16.3% | $151,611+28.5% | $134,475+44.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.92% | 7.80%-22.7pp | 3.33%-18.3pp | 417.96%-432.9pp |
| Employer contribution / active EE | $6,580 | $6,829-3.6% | $6,166+6.7% | $4,740+38.8% |
| Participant deferral / active EE | $10,008 | $8,986+11.4% | $8,363+19.7% | $6,400+56.4% |
| Admin fee / account holder | $4,105 | $13,783-70.2% | $11,616-64.7% | $11,426-64.1% |