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 | $153,943 | $167,484-8.1% | $151,611+1.5% | $134,475+14.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.98% | 7.80%-15.8pp | 3.33%-11.3pp | 417.96%-425.9pp |
| Employer contribution / active EE | $12,545 | $6,829+83.7% | $6,166+103.5% | $4,740+164.7% |
| Participant deferral / active EE | $9,101 | $8,986+1.3% | $8,363+8.8% | $6,400+42.2% |
| Admin fee / account holder | $3,527 | $13,783-74.4% | $11,616-69.6% | $11,426-69.1% |