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 | $126,828 | $167,484-24.3% | $151,611-16.3% | $134,475-5.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.50% | 7.80%-24.3pp | 3.33%-19.8pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,038 | $6,829-70.2% | $6,166-66.9% | $4,740-57.0% |
| Participant deferral / active EE | $5,033 | $8,986-44.0% | $8,363-39.8% | $6,400-21.4% |
| Admin fee / account holder | $9,588 | $13,783-30.4% | $11,616-17.5% | $11,426-16.1% |