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 | $67,391 | $167,484-59.8% | $151,611-55.6% | $134,475-49.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.29% | 7.80%-22.1pp | 3.33%-17.6pp | 417.96%-432.3pp |
| Employer contribution / active EE | $2,811 | $6,829-58.8% | $6,166-54.4% | $4,740-40.7% |
| Participant deferral / active EE | $3,390 | $8,986-62.3% | $8,363-59.5% | $6,400-47.0% |
| Admin fee / account holder | $18,439 | $13,783+33.8% | $11,616+58.7% | $11,426+61.4% |