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 | $53,916 | $167,484-67.8% | $151,611-64.4% | $134,475-59.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.56% | 7.80%-23.4pp | 3.33%-18.9pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,814 | $6,829-73.4% | $6,166-70.6% | $4,740-61.7% |
| Participant deferral / active EE | $12,080 | $8,986+34.4% | $8,363+44.4% | $6,400+88.8% |
| Admin fee / account holder | $4,286 | $13,783-68.9% | $11,616-63.1% | $11,426-62.5% |