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 5-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 | $36,152 | $167,484-78.4% | $151,611-76.2% | $134,475-73.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.88% | 7.80%-22.7pp | 3.33%-18.2pp | 417.96%-432.8pp |
| Employer contribution / active EE | $3,562 | $6,829-47.8% | $6,166-42.2% | $4,740-24.8% |
| Participant deferral / active EE | $12,688 | $8,986+41.2% | $8,363+51.7% | $6,400+98.3% |
| Admin fee / account holder | $334 | $13,783-97.6% | $11,616-97.1% | $11,426-97.1% |