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 | $165,013 | $167,484-1.5% | $151,611+8.8% | $134,475+22.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.55% | 7.80%-26.3pp | 3.33%-21.9pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,152 | $6,829-68.5% | $6,166-65.1% | $4,740-54.6% |
| Participant deferral / active EE | $4,749 | $8,986-47.2% | $8,363-43.2% | $6,400-25.8% |
| Admin fee / account holder | $1,694 | $13,783-87.7% | $11,616-85.4% | $11,426-85.2% |