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 | $72,397 | $167,484-56.8% | $151,611-52.2% | $134,475-46.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.26% | 7.80%-28.1pp | 3.33%-23.6pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,254 | $6,829-67.0% | $6,166-63.4% | $4,740-52.4% |
| Participant deferral / active EE | $5,166 | $8,986-42.5% | $8,363-38.2% | $6,400-19.3% |
| Admin fee / account holder | $126,437 | $13,783+817.4% | $11,616+988.5% | $11,426+1006.6% |