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 | $65,705 | $167,484-60.8% | $151,611-56.7% | $134,475-51.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.78% | 7.80%-25.6pp | 3.33%-21.1pp | 417.96%-435.7pp |
| Employer contribution / active EE | $22,043 | $6,829+222.8% | $6,166+257.5% | $4,740+365.1% |
| Participant deferral / active EE | $10,783 | $8,986+20.0% | $8,363+28.9% | $6,400+68.5% |
| Admin fee / account holder | $964 | $13,783-93.0% | $11,616-91.7% | $11,426-91.6% |