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 | $115,228 | $167,484-31.2% | $151,611-24.0% | $134,475-14.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.26% | 7.80%-25.1pp | 3.33%-20.6pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,704 | $6,829-60.4% | $6,166-56.1% | $4,740-42.9% |
| Participant deferral / active EE | $6,890 | $8,986-23.3% | $8,363-17.6% | $6,400+7.7% |
| Admin fee / account holder | $1,103 | $13,783-92.0% | $11,616-90.5% | $11,426-90.3% |