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 | $158,064 | $167,484-5.6% | $151,611+4.3% | $134,475+17.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.79% | 7.80%-23.6pp | 3.33%-19.1pp | 417.96%-433.8pp |
| Employer contribution / active EE | $12,454 | $6,829+82.4% | $6,166+102.0% | $4,740+162.8% |
| Participant deferral / active EE | $12,294 | $8,986+36.8% | $8,363+47.0% | $6,400+92.1% |
| Admin fee / account holder | $961 | $13,783-93.0% | $11,616-91.7% | $11,426-91.6% |