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 | $75,660 | $167,484-54.8% | $151,611-50.1% | $134,475-43.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.27% | 7.80%-22.1pp | 3.33%-17.6pp | 417.96%-432.2pp |
| Employer contribution / active EE | $8,911 | $6,829+30.5% | $6,166+44.5% | $4,740+88.0% |
| Participant deferral / active EE | $25,034 | $8,986+178.6% | $8,363+199.3% | $6,400+291.2% |
| Admin fee / account holder | $87,842 | $13,783+537.3% | $11,616+656.2% | $11,426+668.8% |