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 | $163,354 | $140,588+16.2% | $123,104+32.7% | $125,391+30.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.36% | 16.80%-17.2pp | 13.22%-13.6pp | 282.22%-282.6pp |
| Employer contribution / active EE | $7,619 | $6,041+26.1% | $5,151+47.9% | $4,866+56.6% |
| Participant deferral / active EE | $8,270 | $6,980+18.5% | $6,230+32.8% | $5,352+54.5% |
| Admin fee / account holder | $3,760 | $11,198-66.4% | $9,015-58.3% | $9,540-60.6% |