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 | $87,587 | $167,484-47.7% | $151,611-42.2% | $134,475-34.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -6.56% | 7.80%-14.4pp | 3.33%-9.9pp | 417.96%-424.5pp |
| Employer contribution / active EE | $2,316 | $6,829-66.1% | $6,166-62.4% | $4,740-51.1% |
| Participant deferral / active EE | $6,806 | $8,986-24.3% | $8,363-18.6% | $6,400+6.3% |
| Admin fee / account holder | $62,956 | $13,783+356.8% | $11,616+442.0% | $11,426+451.0% |