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 | $149,646 | $167,484-10.7% | $151,611-1.3% | $134,475+11.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.15% | 7.80%-27.9pp | 3.33%-23.5pp | 417.96%-438.1pp |
| Employer contribution / active EE | $9,387 | $6,829+37.5% | $6,166+52.2% | $4,740+98.1% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $751 | $13,783-94.5% | $11,616-93.5% | $11,426-93.4% |