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 | $159,635 | $167,484-4.7% | $151,611+5.3% | $134,475+18.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.79% | 7.80%-21.6pp | 3.33%-17.1pp | 417.96%-431.8pp |
| Employer contribution / active EE | $16,689 | $6,829+144.4% | $6,166+170.7% | $4,740+252.1% |
| Participant deferral / active EE | $14,567 | $8,986+62.1% | $8,363+74.2% | $6,400+127.6% |
| Admin fee / account holder | $739 | $13,783-94.6% | $11,616-93.6% | $11,426-93.5% |