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 | $153,357 | $142,344+7.7% | $119,609+28.2% | $134,475+14.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.65% | -12.44%-2.2pp | -14.97%+0.3pp | 417.96%-432.6pp |
| Employer contribution / active EE | $3,367 | $5,222-35.5% | $4,232-20.4% | $4,740-29.0% |
| Participant deferral / active EE | $6,259 | $6,469-3.3% | $5,602+11.7% | $6,400-2.2% |
| Admin fee / account holder | $482 | $13,584-96.5% | $10,323-95.3% | $11,426-95.8% |