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 7-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 | $171,512 | $167,484+2.4% | $151,611+13.1% | $134,475+27.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.80% | 7.80%-26.6pp | 3.33%-22.1pp | 417.96%-436.8pp |
| Employer contribution / active EE | $30,554 | $6,829+347.4% | $6,166+395.5% | $4,740+544.6% |
| Participant deferral / active EE | $22,011 | $8,986+145.0% | $8,363+163.2% | $6,400+243.9% |
| Admin fee / account holder | $825 | $13,783-94.0% | $11,616-92.9% | $11,426-92.8% |