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 | $128,450 | $167,484-23.3% | $151,611-15.3% | $134,475-4.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.72% | 7.80%-25.5pp | 3.33%-21.0pp | 417.96%-435.7pp |
| Employer contribution / active EE | $3,402 | $6,829-50.2% | $6,166-44.8% | $4,740-28.2% |
| Participant deferral / active EE | $8,758 | $8,986-2.5% | $8,363+4.7% | $6,400+36.9% |
| Admin fee / account holder | $1,096 | $13,783-92.0% | $11,616-90.6% | $11,426-90.4% |