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 | $89,976 | $167,484-46.3% | $151,611-40.7% | $134,475-33.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.79% | 7.80%-22.6pp | 3.33%-18.1pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,927 | $6,829-57.1% | $6,166-52.5% | $4,740-38.3% |
| Participant deferral / active EE | $8,337 | $8,986-7.2% | $8,363-0.3% | $6,400+30.3% |
| Admin fee / account holder | $38,028 | $13,783+175.9% | $11,616+227.4% | $11,426+232.8% |