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 | $153,023 | $167,484-8.6% | $151,611+0.9% | $134,475+13.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.36% | 7.80%-17.2pp | 3.33%-12.7pp | 417.96%-427.3pp |
| Employer contribution / active EE | $21,728 | $6,829+218.2% | $6,166+252.4% | $4,740+358.4% |
| Participant deferral / active EE | $13,885 | $8,986+54.5% | $8,363+66.0% | $6,400+117.0% |
| Admin fee / account holder | $5,469 | $13,783-60.3% | $11,616-52.9% | $11,426-52.1% |