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 | $32,407 | $167,484-80.7% | $151,611-78.6% | $134,475-75.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.46% | 7.80%-27.3pp | 3.33%-22.8pp | 417.96%-437.4pp |
| Employer contribution / active EE | $6,304 | $6,829-7.7% | $6,166+2.2% | $4,740+33.0% |
| Participant deferral / active EE | $5,949 | $8,986-33.8% | $8,363-28.9% | $6,400-7.0% |
| Admin fee / account holder | $527 | $13,783-96.2% | $11,616-95.5% | $11,426-95.4% |