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 6-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 | $223,886 | $167,484+33.7% | $151,611+47.7% | $134,475+66.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.96% | 7.80%-20.8pp | 3.33%-16.3pp | 417.96%-430.9pp |
| Employer contribution / active EE | $5,721 | $6,829-16.2% | $6,166-7.2% | $4,740+20.7% |
| Participant deferral / active EE | $10,250 | $8,986+14.1% | $8,363+22.6% | $6,400+60.2% |
| Admin fee / account holder | $706 | $13,783-94.9% | $11,616-93.9% | $11,426-93.8% |