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 | $73,786 | $167,484-55.9% | $151,611-51.3% | $134,475-45.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.34% | 7.80%-23.1pp | 3.33%-18.7pp | 417.96%-433.3pp |
| Employer contribution / active EE | $6,978 | $6,829+2.2% | $6,166+13.2% | $4,740+47.2% |
| Participant deferral / active EE | $6,331 | $8,986-29.5% | $8,363-24.3% | $6,400-1.1% |
| Admin fee / account holder | $556 | $13,783-96.0% | $11,616-95.2% | $11,426-95.1% |