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 | $75,514 | $167,484-54.9% | $151,611-50.2% | $134,475-43.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.14% | 7.80%-22.9pp | 3.33%-18.5pp | 417.96%-433.1pp |
| Employer contribution / active EE | $4,285 | $6,829-37.3% | $6,166-30.5% | $4,740-9.6% |
| Participant deferral / active EE | $7,613 | $8,986-15.3% | $8,363-9.0% | $6,400+19.0% |
| Admin fee / account holder | $712 | $13,783-94.8% | $11,616-93.9% | $11,426-93.8% |