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 | $150,774 | $167,484-10.0% | $151,611-0.6% | $134,475+12.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.17% | 7.80%-17.0pp | 3.33%-12.5pp | 417.96%-427.1pp |
| Employer contribution / active EE | $2,012 | $6,829-70.5% | $6,166-67.4% | $4,740-57.5% |
| Participant deferral / active EE | $6,556 | $8,986-27.0% | $8,363-21.6% | $6,400+2.4% |
| Admin fee / account holder | $2,378 | $13,783-82.7% | $11,616-79.5% | $11,426-79.2% |