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 | $75,249 | $167,484-55.1% | $151,611-50.4% | $134,475-44.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.15% | 7.80%-23.9pp | 3.33%-19.5pp | 417.96%-434.1pp |
| Employer contribution / active EE | $4,718 | $6,829-30.9% | $6,166-23.5% | $4,740-0.5% |
| Participant deferral / active EE | $5,412 | $8,986-39.8% | $8,363-35.3% | $6,400-15.4% |
| Admin fee / account holder | $7,133 | $13,783-48.2% | $11,616-38.6% | $11,426-37.6% |