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 | $143,484 | $167,307-14.2% | $143,757-0.2% | $134,475+6.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.86% | 0.46%-15.3pp | -0.04%-14.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $10,398 | $5,619+85.0% | $4,951+110.0% | $4,740+119.4% |
| Participant deferral / active EE | $7,374 | $6,446+14.4% | $5,637+30.8% | $6,400+15.2% |
| Admin fee / account holder | $912 | $18,088-95.0% | $14,673-93.8% | $11,426-92.0% |