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 | $203,460 | $167,484+21.5% | $151,611+34.2% | $134,475+51.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.55% | 7.80%-21.3pp | 3.33%-16.9pp | 417.96%-431.5pp |
| Employer contribution / active EE | $8,669 | $6,829+26.9% | $6,166+40.6% | $4,740+82.9% |
| Participant deferral / active EE | $13,119 | $8,986+46.0% | $8,363+56.9% | $6,400+105.0% |
| Admin fee / account holder | $9,584 | $13,783-30.5% | $11,616-17.5% | $11,426-16.1% |