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 | $98,658 | $167,484-41.1% | $151,611-34.9% | $134,475-26.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.50% | 7.80%-15.3pp | 3.33%-10.8pp | 417.96%-425.5pp |
| Employer contribution / active EE | $10,469 | $6,829+53.3% | $6,166+69.8% | $4,740+120.9% |
| Participant deferral / active EE | $10,921 | $8,986+21.5% | $8,363+30.6% | $6,400+70.6% |
| Admin fee / account holder | $11,825 | $13,783-14.2% | $11,616+1.8% | $11,426+3.5% |