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 | $122,017 | $167,484-27.1% | $151,611-19.5% | $134,475-9.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.02% | 7.80%-21.8pp | 3.33%-17.3pp | 417.96%-432.0pp |
| Employer contribution / active EE | $4,768 | $6,829-30.2% | $6,166-22.7% | $4,740+0.6% |
| Participant deferral / active EE | $8,471 | $8,986-5.7% | $8,363+1.3% | $6,400+32.4% |
| Admin fee / account holder | $3,001 | $13,783-78.2% | $11,616-74.2% | $11,426-73.7% |