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 | $98,516 | $167,484-41.2% | $151,611-35.0% | $134,475-26.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.45% | 7.80%-22.3pp | 3.33%-17.8pp | 417.96%-432.4pp |
| Employer contribution / active EE | $4,164 | $6,829-39.0% | $6,166-32.5% | $4,740-12.1% |
| Participant deferral / active EE | $13,226 | $8,986+47.2% | $8,363+58.1% | $6,400+106.7% |
| Admin fee / account holder | $110,443 | $13,783+701.3% | $11,616+850.8% | $11,426+866.6% |