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 6-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 | $111,967 | $167,484-33.1% | $151,611-26.1% | $134,475-16.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.13% | 7.80%-27.9pp | 3.33%-23.5pp | 417.96%-438.1pp |
| Employer contribution / active EE | $6,018 | $6,829-11.9% | $6,166-2.4% | $4,740+27.0% |
| Participant deferral / active EE | $10,119 | $8,986+12.6% | $8,363+21.0% | $6,400+58.1% |
| Admin fee / account holder | $1,001 | $13,783-92.7% | $11,616-91.4% | $11,426-91.2% |