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 | $158,626 | $167,484-5.3% | $151,611+4.6% | $134,475+18.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.24% | 7.80%-21.0pp | 3.33%-16.6pp | 417.96%-431.2pp |
| Employer contribution / active EE | $11,579 | $6,829+69.6% | $6,166+87.8% | $4,740+144.3% |
| Participant deferral / active EE | $15,307 | $8,986+70.3% | $8,363+83.0% | $6,400+139.2% |
| Admin fee / account holder | $11,701 | $13,783-15.1% | $11,616+0.7% | $11,426+2.4% |