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 | $157,495 | $167,484-6.0% | $151,611+3.9% | $134,475+17.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.70% | 7.80%-19.5pp | 3.33%-15.0pp | 417.96%-429.7pp |
| Employer contribution / active EE | $4,033 | $6,829-40.9% | $6,166-34.6% | $4,740-14.9% |
| Participant deferral / active EE | $3,471 | $8,986-61.4% | $8,363-58.5% | $6,400-45.8% |
| Admin fee / account holder | $827 | $13,783-94.0% | $11,616-92.9% | $11,426-92.8% |