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 | $167,224 | $167,484-0.2% | $151,611+10.3% | $134,475+24.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.63% | 7.80%-24.4pp | 3.33%-20.0pp | 417.96%-434.6pp |
| Employer contribution / active EE | $19,070 | $6,829+179.2% | $6,166+209.3% | $4,740+302.3% |
| Participant deferral / active EE | $5,872 | $8,986-34.7% | $8,363-29.8% | $6,400-8.3% |
| Admin fee / account holder | $4,157 | $13,783-69.8% | $11,616-64.2% | $11,426-63.6% |