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 | $151,141 | $167,484-9.8% | $151,611-0.3% | $134,475+12.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.99% | 7.80%-22.8pp | 3.33%-18.3pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,032 | $6,829-70.2% | $6,166-67.0% | $4,740-57.1% |
| Participant deferral / active EE | $6,200 | $8,986-31.0% | $8,363-25.9% | $6,400-3.1% |
| Admin fee / account holder | $19,789 | $13,783+43.6% | $11,616+70.4% | $11,426+73.2% |