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 | $144,716 | $167,484-13.6% | $151,611-4.5% | $134,475+7.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.34% | 7.80%-23.1pp | 3.33%-18.7pp | 417.96%-433.3pp |
| Employer contribution / active EE | $9,254 | $6,829+35.5% | $6,166+50.1% | $4,740+95.3% |
| Participant deferral / active EE | $16,368 | $8,986+82.2% | $8,363+95.7% | $6,400+155.8% |
| Admin fee / account holder | $92,816 | $13,783+573.4% | $11,616+699.0% | $11,426+712.3% |