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 | $187,769 | $167,484+12.1% | $151,611+23.8% | $134,475+39.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.64% | 7.80%-21.4pp | 3.33%-17.0pp | 417.96%-431.6pp |
| Employer contribution / active EE | $5,181 | $6,829-24.1% | $6,166-16.0% | $4,740+9.3% |
| Participant deferral / active EE | $11,191 | $8,986+24.5% | $8,363+33.8% | $6,400+74.9% |
| Admin fee / account holder | $119,825 | $13,783+769.4% | $11,616+931.6% | $11,426+948.7% |