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 | $151,067 | $167,484-9.8% | $151,611-0.4% | $134,475+12.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -6.87% | 7.80%-14.7pp | 3.33%-10.2pp | 417.96%-424.8pp |
| Employer contribution / active EE | $6,310 | $6,829-7.6% | $6,166+2.3% | $4,740+33.1% |
| Participant deferral / active EE | $9,410 | $8,986+4.7% | $8,363+12.5% | $6,400+47.0% |
| Admin fee / account holder | $21,224 | $13,783+54.0% | $11,616+82.7% | $11,426+85.8% |