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 | $63,155 | $167,484-62.3% | $151,611-58.3% | $134,475-53.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.36% | 7.80%-25.2pp | 3.33%-20.7pp | 417.96%-435.3pp |
| Employer contribution / active EE | $3,874 | $6,829-43.3% | $6,166-37.2% | $4,740-18.3% |
| Participant deferral / active EE | $7,206 | $8,986-19.8% | $8,363-13.8% | $6,400+12.6% |
| Admin fee / account holder | $5,372 | $13,783-61.0% | $11,616-53.8% | $11,426-53.0% |