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 | $107,812 | $167,484-35.6% | $151,611-28.9% | $134,475-19.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.19% | 7.80%-26.0pp | 3.33%-21.5pp | 417.96%-436.2pp |
| Employer contribution / active EE | $15,829 | $6,829+131.8% | $6,166+156.7% | $4,740+234.0% |
| Participant deferral / active EE | $15,100 | $8,986+68.0% | $8,363+80.6% | $6,400+136.0% |
| Admin fee / account holder | $334 | $13,783-97.6% | $11,616-97.1% | $11,426-97.1% |