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 | $214,107 | $167,484+27.8% | $151,611+41.2% | $134,475+59.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -4.00% | 7.80%-11.8pp | 3.33%-7.3pp | 417.96%-422.0pp |
| Employer contribution / active EE | $11,440 | $6,829+67.5% | $6,166+85.5% | $4,740+141.4% |
| Participant deferral / active EE | $8,571 | $8,986-4.6% | $8,363+2.5% | $6,400+33.9% |
| Admin fee / account holder | $5,718 | $13,783-58.5% | $11,616-50.8% | $11,426-50.0% |