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 | $216,682 | $167,484+29.4% | $151,611+42.9% | $134,475+61.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.85% | 7.80%-22.6pp | 3.33%-18.2pp | 417.96%-432.8pp |
| Employer contribution / active EE | $4,854 | $6,829-28.9% | $6,166-21.3% | $4,740+2.4% |
| Participant deferral / active EE | $16,311 | $8,986+81.5% | $8,363+95.0% | $6,400+154.9% |
| Admin fee / account holder | $15,060 | $13,783+9.3% | $11,616+29.6% | $11,426+31.8% |