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 | $176,677 | $167,484+5.5% | $151,611+16.5% | $134,475+31.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -5.47% | 7.80%-13.3pp | 3.33%-8.8pp | 417.96%-423.4pp |
| Employer contribution / active EE | $15,450 | $6,829+126.2% | $6,166+150.6% | $4,740+226.0% |
| Participant deferral / active EE | $5,450 | $8,986-39.3% | $8,363-34.8% | $6,400-14.8% |
| Admin fee / account holder | $7,073 | $13,783-48.7% | $11,616-39.1% | $11,426-38.1% |