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 | $77,326 | $167,484-53.8% | $151,611-49.0% | $134,475-42.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.57% | 7.80%-25.4pp | 3.33%-20.9pp | 417.96%-435.5pp |
| Employer contribution / active EE | $4,992 | $6,829-26.9% | $6,166-19.0% | $4,740+5.3% |
| Participant deferral / active EE | $12,445 | $8,986+38.5% | $8,363+48.8% | $6,400+94.5% |
| Admin fee / account holder | $4,056 | $13,783-70.6% | $11,616-65.1% | $11,426-64.5% |