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 | $84,209 | $167,484-49.7% | $151,611-44.5% | $134,475-37.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.59% | 7.80%-18.4pp | 3.33%-13.9pp | 417.96%-428.6pp |
| Employer contribution / active EE | $10,348 | $6,829+51.5% | $6,166+67.8% | $4,740+118.3% |
| Participant deferral / active EE | $4,924 | $8,986-45.2% | $8,363-41.1% | $6,400-23.1% |
| Admin fee / account holder | $97,055 | $13,783+604.2% | $11,616+735.5% | $11,426+749.4% |