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 | $152,799 | $167,484-8.8% | $151,611+0.8% | $134,475+13.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.84% | 7.80%-22.6pp | 3.33%-18.2pp | 417.96%-432.8pp |
| Employer contribution / active EE | $4,393 | $6,829-35.7% | $6,166-28.8% | $4,740-7.3% |
| Participant deferral / active EE | $3,609 | $8,986-59.8% | $8,363-56.8% | $6,400-43.6% |
| Admin fee / account holder | $1,090 | $13,783-92.1% | $11,616-90.6% | $11,426-90.5% |