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 | $165,391 | $167,484-1.2% | $151,611+9.1% | $134,475+23.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.47% | 7.80%-15.3pp | 3.33%-10.8pp | 417.96%-425.4pp |
| Employer contribution / active EE | $4,300 | $6,829-37.0% | $6,166-30.3% | $4,740-9.3% |
| Participant deferral / active EE | $3,580 | $8,986-60.2% | $8,363-57.2% | $6,400-44.1% |
| Admin fee / account holder | $390 | $13,783-97.2% | $11,616-96.6% | $11,426-96.6% |