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 | $141,638 | $167,484-15.4% | $151,611-6.6% | $134,475+5.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.05% | 7.80%-27.8pp | 3.33%-23.4pp | 417.96%-438.0pp |
| Employer contribution / active EE | $4,846 | $6,829-29.0% | $6,166-21.4% | $4,740+2.2% |
| Participant deferral / active EE | $15,596 | $8,986+73.6% | $8,363+86.5% | $6,400+143.7% |
| Admin fee / account holder | $878 | $13,783-93.6% | $11,616-92.4% | $11,426-92.3% |