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 | $95,552 | $167,484-42.9% | $151,611-37.0% | $134,475-28.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.84% | 7.80%-20.6pp | 3.33%-16.2pp | 417.96%-430.8pp |
| Employer contribution / active EE | $13,529 | $6,829+98.1% | $6,166+119.4% | $4,740+185.4% |
| Participant deferral / active EE | $7,759 | $8,986-13.7% | $8,363-7.2% | $6,400+21.2% |
| Admin fee / account holder | $2,105 | $13,783-84.7% | $11,616-81.9% | $11,426-81.6% |