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 | $105,591 | $167,484-37.0% | $151,611-30.4% | $134,475-21.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.19% | 7.80%-23.0pp | 3.33%-18.5pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,404 | $6,829-64.8% | $6,166-61.0% | $4,740-49.3% |
| Participant deferral / active EE | $7,066 | $8,986-21.4% | $8,363-15.5% | $6,400+10.4% |
| Admin fee / account holder | $309 | $13,783-97.8% | $11,616-97.3% | $11,426-97.3% |