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 | $155,606 | $167,484-7.1% | $151,611+2.6% | $134,475+15.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.52% | 7.80%-20.3pp | 3.33%-15.9pp | 417.96%-430.5pp |
| Employer contribution / active EE | $1,982 | $6,829-71.0% | $6,166-67.9% | $4,740-58.2% |
| Participant deferral / active EE | $15,377 | $8,986+71.1% | $8,363+83.9% | $6,400+140.3% |
| Admin fee / account holder | $509 | $13,783-96.3% | $11,616-95.6% | $11,426-95.5% |