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 | $71,955 | $167,484-57.0% | $151,611-52.5% | $134,475-46.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.12% | 7.80%-23.9pp | 3.33%-19.4pp | 417.96%-434.1pp |
| Employer contribution / active EE | $5,876 | $6,829-14.0% | $6,166-4.7% | $4,740+24.0% |
| Participant deferral / active EE | $4,030 | $8,986-55.2% | $8,363-51.8% | $6,400-37.0% |
| Admin fee / account holder | $6,231 | $13,783-54.8% | $11,616-46.4% | $11,426-45.5% |