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 | $106,621 | $167,484-36.3% | $151,611-29.7% | $134,475-20.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.21% | 7.80%-23.0pp | 3.33%-18.5pp | 417.96%-433.2pp |
| Employer contribution / active EE | $8,018 | $6,829+17.4% | $6,166+30.0% | $4,740+69.2% |
| Participant deferral / active EE | $14,545 | $8,986+61.9% | $8,363+73.9% | $6,400+127.3% |
| Admin fee / account holder | $9,281 | $13,783-32.7% | $11,616-20.1% | $11,426-18.8% |