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 | $214,019 | $211,958+1.0% | $169,463+26.3% | $135,375+58.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.18% | 3.26%-8.4pp | 1.83%-7.0pp | 519.73%-524.9pp |
| Employer contribution / active EE | $29,693 | $5,120+480.0% | $4,159+613.9% | $4,779+521.3% |
| Participant deferral / active EE | $16,978 | $6,075+179.5% | $5,277+221.8% | $5,609+202.7% |
| Admin fee / account holder | $6,460 | $11,471-43.7% | $9,109-29.1% | $10,827-40.3% |