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 | $72,224 | $167,484-56.9% | $151,611-52.4% | $134,475-46.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.83% | 7.80%-22.6pp | 3.33%-18.2pp | 417.96%-432.8pp |
| Employer contribution / active EE | $10,293 | $6,829+50.7% | $6,166+66.9% | $4,740+117.2% |
| Participant deferral / active EE | $8,349 | $8,986-7.1% | $8,363-0.2% | $6,400+30.5% |
| Admin fee / account holder | $100,868 | $13,783+631.8% | $11,616+768.4% | $11,426+782.8% |