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 | $115,617 | $167,484-31.0% | $151,611-23.7% | $134,475-14.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -4.77% | 7.80%-12.6pp | 3.33%-8.1pp | 417.96%-422.7pp |
| Employer contribution / active EE | $3,516 | $6,829-48.5% | $6,166-43.0% | $4,740-25.8% |
| Participant deferral / active EE | $4,618 | $8,986-48.6% | $8,363-44.8% | $6,400-27.8% |
| Admin fee / account holder | $19,170 | $13,783+39.1% | $11,616+65.0% | $11,426+67.8% |