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 | $76,603 | $167,484-54.3% | $151,611-49.5% | $134,475-43.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.78% | 7.80%-25.6pp | 3.33%-21.1pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,554 | $6,829-62.6% | $6,166-58.6% | $4,740-46.1% |
| Participant deferral / active EE | $9,844 | $8,986+9.5% | $8,363+17.7% | $6,400+53.8% |
| Admin fee / account holder | $598 | $13,783-95.7% | $11,616-94.8% | $11,426-94.8% |