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 | $153,791 | $167,484-8.2% | $151,611+1.4% | $134,475+14.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.32% | 7.80%-26.1pp | 3.33%-21.7pp | 417.96%-436.3pp |
| Employer contribution / active EE | $11,653 | $6,829+70.6% | $6,166+89.0% | $4,740+145.9% |
| Participant deferral / active EE | $6,337 | $8,986-29.5% | $8,363-24.2% | $6,400-1.0% |
| Admin fee / account holder | $2,273 | $13,783-83.5% | $11,616-80.4% | $11,426-80.1% |