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 7-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 | $122,667 | $167,484-26.8% | $151,611-19.1% | $134,475-8.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.59% | 7.80%-22.4pp | 3.33%-17.9pp | 417.96%-432.6pp |
| Employer contribution / active EE | $5,545 | $6,829-18.8% | $6,166-10.1% | $4,740+17.0% |
| Participant deferral / active EE | $13,458 | $8,986+49.8% | $8,363+60.9% | $6,400+110.3% |
| Admin fee / account holder | $3,402 | $13,783-75.3% | $11,616-70.7% | $11,426-70.2% |