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 | $95,726 | $167,484-42.8% | $151,611-36.9% | $134,475-28.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.30% | 7.80%-24.1pp | 3.33%-19.6pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,478 | $6,829-63.7% | $6,166-59.8% | $4,740-47.7% |
| Participant deferral / active EE | $13,556 | $8,986+50.9% | $8,363+62.1% | $6,400+111.8% |
| Admin fee / account holder | $3,327 | $13,783-75.9% | $11,616-71.4% | $11,426-70.9% |