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 | $174,919 | $167,484+4.4% | $151,611+15.4% | $134,475+30.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.61% | 7.80%-22.4pp | 3.33%-17.9pp | 417.96%-432.6pp |
| Employer contribution / active EE | $11,430 | $6,829+67.4% | $6,166+85.4% | $4,740+141.2% |
| Participant deferral / active EE | $10,875 | $8,986+21.0% | $8,363+30.0% | $6,400+69.9% |
| Admin fee / account holder | $1,690 | $13,783-87.7% | $11,616-85.5% | $11,426-85.2% |