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 | $84,530 | $167,484-49.5% | $151,611-44.2% | $134,475-37.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.95% | 7.80%-25.7pp | 3.33%-21.3pp | 417.96%-435.9pp |
| Employer contribution / active EE | $5,237 | $6,829-23.3% | $6,166-15.1% | $4,740+10.5% |
| Participant deferral / active EE | $13,280 | $8,986+47.8% | $8,363+58.8% | $6,400+107.5% |
| Admin fee / account holder | $2,079 | $13,783-84.9% | $11,616-82.1% | $11,426-81.8% |