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 | $144,919 | $167,484-13.5% | $151,611-4.4% | $134,475+7.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.68% | 7.80%-20.5pp | 3.33%-16.0pp | 417.96%-430.6pp |
| Employer contribution / active EE | $4,739 | $6,829-30.6% | $6,166-23.1% | $4,7400% |
| Participant deferral / active EE | $8,882 | $8,986-1.2% | $8,363+6.2% | $6,400+38.8% |
| Admin fee / account holder | $6,779 | $13,783-50.8% | $11,616-41.6% | $11,426-40.7% |