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 8-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 | $83,955 | $167,484-49.9% | $151,611-44.6% | $134,475-37.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.43% | 7.80%-17.2pp | 3.33%-12.8pp | 417.96%-427.4pp |
| Employer contribution / active EE | $5,639 | $6,829-17.4% | $6,166-8.5% | $4,740+19.0% |
| Participant deferral / active EE | $9,986 | $8,986+11.1% | $8,363+19.4% | $6,400+56.0% |
| Admin fee / account holder | $6,250 | $13,783-54.7% | $11,616-46.2% | $11,426-45.3% |