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 | $160,641 | $167,484-4.1% | $151,611+6.0% | $134,475+19.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.40% | 7.80%-28.2pp | 3.33%-23.7pp | 417.96%-438.4pp |
| Employer contribution / active EE | $2,451 | $6,829-64.1% | $6,166-60.3% | $4,740-48.3% |
| Participant deferral / active EE | $6,867 | $8,986-23.6% | $8,363-17.9% | $6,400+7.3% |
| Admin fee / account holder | $1,029 | $13,783-92.5% | $11,616-91.1% | $11,426-91.0% |