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 | $154,308 | $167,484-7.9% | $151,611+1.8% | $134,475+14.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.42% | 7.80%-23.2pp | 3.33%-18.8pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,400 | $6,829-64.9% | $6,166-61.1% | $4,740-49.4% |
| Participant deferral / active EE | $17,820 | $8,986+98.3% | $8,363+113.1% | $6,400+178.4% |
| Admin fee / account holder | $18,070 | $13,783+31.1% | $11,616+55.6% | $11,426+58.2% |