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 | $75,305 | $167,484-55.0% | $151,611-50.3% | $134,475-44.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.27% | 7.80%-23.1pp | 3.33%-18.6pp | 417.96%-433.2pp |
| Employer contribution / active EE | $4,145 | $6,829-39.3% | $6,166-32.8% | $4,740-12.5% |
| Participant deferral / active EE | $4,292 | $8,986-52.2% | $8,363-48.7% | $6,400-32.9% |
| Admin fee / account holder | $8,849 | $13,783-35.8% | $11,616-23.8% | $11,426-22.6% |