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 | $112,348 | $167,484-32.9% | $151,611-25.9% | $134,475-16.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.87% | 7.80%-20.7pp | 3.33%-16.2pp | 417.96%-430.8pp |
| Employer contribution / active EE | $5,156 | $6,829-24.5% | $6,166-16.4% | $4,740+8.8% |
| Participant deferral / active EE | $6,397 | $8,986-28.8% | $8,363-23.5% | $6,4000% |
| Admin fee / account holder | $3,281 | $13,783-76.2% | $11,616-71.8% | $11,426-71.3% |