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 | $79,463 | $167,484-52.6% | $151,611-47.6% | $134,475-40.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.71% | 7.80%-25.5pp | 3.33%-21.0pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,437 | $6,829-64.3% | $6,166-60.5% | $4,740-48.6% |
| Participant deferral / active EE | $8,025 | $8,986-10.7% | $8,363-4.0% | $6,400+25.4% |
| Admin fee / account holder | $1,436 | $13,783-89.6% | $11,616-87.6% | $11,426-87.4% |