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 | $158,946 | $167,484-5.1% | $151,611+4.8% | $134,475+18.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.01% | 7.80%-22.8pp | 3.33%-18.3pp | 417.96%-433.0pp |
| Employer contribution / active EE | $17,719 | $6,829+159.5% | $6,166+187.4% | $4,740+273.8% |
| Participant deferral / active EE | $12,700 | $8,986+41.3% | $8,363+51.9% | $6,400+98.4% |
| Admin fee / account holder | $571,583 | $13,783+4047.1% | $11,616+4820.7% | $11,426+4902.5% |