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 | $208,659 | $167,307+24.7% | $143,757+45.1% | $134,475+55.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.10% | 0.46%-10.6pp | -0.04%-10.1pp | 417.96%-428.1pp |
| Employer contribution / active EE | $10,438 | $5,619+85.8% | $4,951+110.8% | $4,740+120.2% |
| Participant deferral / active EE | $7,267 | $6,446+12.7% | $5,637+28.9% | $6,400+13.5% |
| Admin fee / account holder | $3,136 | $18,088-82.7% | $14,673-78.6% | $11,426-72.6% |