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 | $102,961 | $167,484-38.5% | $151,611-32.1% | $134,475-23.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.41% | 7.80%-28.2pp | 3.33%-23.7pp | 417.96%-438.4pp |
| Employer contribution / active EE | $2,977 | $6,829-56.4% | $6,166-51.7% | $4,740-37.2% |
| Participant deferral / active EE | $6,499 | $8,986-27.7% | $8,363-22.3% | $6,400+1.6% |
| Admin fee / account holder | $9,172 | $13,783-33.5% | $11,616-21.0% | $11,426-19.7% |