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 | $142,596 | $167,484-14.9% | $151,611-5.9% | $134,475+6.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.96% | 7.80%-20.8pp | 3.33%-16.3pp | 417.96%-430.9pp |
| Employer contribution / active EE | $3,038 | $6,829-55.5% | $6,166-50.7% | $4,740-35.9% |
| Participant deferral / active EE | $3,270 | $8,986-63.6% | $8,363-60.9% | $6,400-48.9% |
| Admin fee / account holder | $18,229 | $13,783+32.3% | $11,616+56.9% | $11,426+59.5% |