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 | $55,972 | $167,484-66.6% | $151,611-63.1% | $134,475-58.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.05% | 7.80%-24.8pp | 3.33%-20.4pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,899 | $6,829-57.5% | $6,166-53.0% | $4,740-38.8% |
| Participant deferral / active EE | $3,878 | $8,986-56.8% | $8,363-53.6% | $6,400-39.4% |
| Admin fee / account holder | $2,422 | $13,783-82.4% | $11,616-79.1% | $11,426-78.8% |