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 | $156,180 | $167,484-6.7% | $151,611+3.0% | $134,475+16.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.41% | 7.80%-25.2pp | 3.33%-20.7pp | 417.96%-435.4pp |
| Employer contribution / active EE | $10,595 | $6,829+55.1% | $6,166+71.8% | $4,740+123.5% |
| Participant deferral / active EE | $7,260 | $8,986-19.2% | $8,363-13.2% | $6,400+13.4% |
| Admin fee / account holder | $930 | $13,783-93.3% | $11,616-92.0% | $11,426-91.9% |