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 | $97,864 | $167,484-41.6% | $151,611-35.5% | $134,475-27.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.41% | 7.80%-20.2pp | 3.33%-15.7pp | 417.96%-430.4pp |
| Employer contribution / active EE | $1,693 | $6,829-75.2% | $6,166-72.5% | $4,740-64.3% |
| Participant deferral / active EE | $8,012 | $8,986-10.8% | $8,363-4.2% | $6,400+25.2% |
| Admin fee / account holder | $12,035 | $13,783-12.7% | $11,616+3.6% | $11,426+5.3% |