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 | $78,059 | $167,484-53.4% | $151,611-48.5% | $134,475-42.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.21% | 7.80%-25.0pp | 3.33%-20.5pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,912 | $6,829-57.4% | $6,166-52.8% | $4,740-38.6% |
| Participant deferral / active EE | $6,081 | $8,986-32.3% | $8,363-27.3% | $6,400-5.0% |
| Admin fee / account holder | $569 | $13,783-95.9% | $11,616-95.1% | $11,426-95.0% |