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 9-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 | $58,441 | $167,484-65.1% | $151,611-61.5% | $134,475-56.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.49% | 7.80%-24.3pp | 3.33%-19.8pp | 417.96%-434.5pp |
| Employer contribution / active EE | $3,122 | $6,829-54.3% | $6,166-49.4% | $4,740-34.1% |
| Participant deferral / active EE | $9,383 | $8,986+4.4% | $8,363+12.2% | $6,400+46.6% |
| Admin fee / account holder | $3,815 | $13,783-72.3% | $11,616-67.2% | $11,426-66.6% |