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 | $212,104 | $167,484+26.6% | $151,611+39.9% | $134,475+57.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.62% | 7.80%-18.4pp | 3.33%-14.0pp | 417.96%-428.6pp |
| Employer contribution / active EE | $12,143 | $6,829+77.8% | $6,166+96.9% | $4,740+156.2% |
| Participant deferral / active EE | $8,230 | $8,986-8.4% | $8,363-1.6% | $6,400+28.6% |
| Admin fee / account holder | $1,184 | $13,783-91.4% | $11,616-89.8% | $11,426-89.6% |