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 5-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 | $195,534 | $167,307+16.9% | $143,757+36.0% | $134,475+45.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.16% | 0.46%-5.6pp | -0.04%-5.1pp | 417.96%-423.1pp |
| Employer contribution / active EE | $5,957 | $5,619+6.0% | $4,951+20.3% | $4,740+25.7% |
| Participant deferral / active EE | $5,309 | $6,446-17.6% | $5,637-5.8% | $6,400-17.0% |
| Admin fee / account holder | $1,701 | $18,088-90.6% | $14,673-88.4% | $11,426-85.1% |