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 | $48,420 | $167,484-71.1% | $151,611-68.1% | $134,475-64.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.33% | 7.80%-18.1pp | 3.33%-13.7pp | 417.96%-428.3pp |
| Employer contribution / active EE | $3,089 | $6,829-54.8% | $6,166-49.9% | $4,740-34.8% |
| Participant deferral / active EE | $8,671 | $8,986-3.5% | $8,363+3.7% | $6,400+35.5% |
| Admin fee / account holder | $97,064 | $13,783+604.2% | $11,616+735.6% | $11,426+749.5% |