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 | $158,000 | $167,484-5.7% | $151,611+4.2% | $134,475+17.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.88% | 7.80%-17.7pp | 3.33%-13.2pp | 417.96%-427.8pp |
| Employer contribution / active EE | $3,964 | $6,829-42.0% | $6,166-35.7% | $4,740-16.4% |
| Participant deferral / active EE | $13,660 | $8,986+52.0% | $8,363+63.3% | $6,400+113.4% |
| Admin fee / account holder | $1,450 | $13,783-89.5% | $11,616-87.5% | $11,426-87.3% |