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 | $126,326 | $167,484-24.6% | $151,611-16.7% | $134,475-6.1% |
| Participation rate | 95.0% | 88.4%+6.6pp | 87.5%+7.5pp | 81.2%+13.8pp |
| Annual return | -14.23% | 7.80%-22.0pp | 3.33%-17.6pp | 417.96%-432.2pp |
| Employer contribution / active EE | $3,416 | $6,829-50.0% | $6,166-44.6% | $4,740-27.9% |
| Participant deferral / active EE | $8,550 | $8,986-4.9% | $8,363+2.2% | $6,400+33.6% |
| Admin fee / account holder | $946 | $13,783-93.1% | $11,616-91.9% | $11,426-91.7% |