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 | $75,566 | $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 | -20.25% | 7.80%-28.1pp | 3.33%-23.6pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,099 | $6,829-69.3% | $6,166-66.0% | $4,740-55.7% |
| Participant deferral / active EE | $8,158 | $8,986-9.2% | $8,363-2.5% | $6,400+27.5% |
| Admin fee / account holder | $1,912 | $13,783-86.1% | $11,616-83.5% | $11,426-83.3% |