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 | $197,071 | $211,958-7.0% | $169,463+16.3% | $135,375+45.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.13% | 3.26%-8.4pp | 1.83%-7.0pp | 519.73%-524.9pp |
| Employer contribution / active EE | $807 | $5,120-84.2% | $4,159-80.6% | $4,779-83.1% |
| Participant deferral / active EE | $7,074 | $6,075+16.4% | $5,277+34.1% | $5,609+26.1% |
| Admin fee / account holder | $1,192 | $11,471-89.6% | $9,109-86.9% | $10,827-89.0% |