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 | $98,648 | $167,484-41.1% | $151,611-34.9% | $134,475-26.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.40% | 7.80%-26.2pp | 3.33%-21.7pp | 417.96%-436.4pp |
| Employer contribution / active EE | $9,354 | $6,829+37.0% | $6,166+51.7% | $4,740+97.3% |
| Participant deferral / active EE | $9,261 | $8,986+3.1% | $8,363+10.7% | $6,400+44.7% |
| Admin fee / account holder | $371 | $13,783-97.3% | $11,616-96.8% | $11,426-96.8% |