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 | $103,510 | $167,484-38.2% | $151,611-31.7% | $134,475-23.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.35% | 7.80%-25.2pp | 3.33%-20.7pp | 417.96%-435.3pp |
| Employer contribution / active EE | $4,685 | $6,829-31.4% | $6,166-24.0% | $4,740-1.2% |
| Participant deferral / active EE | $10,756 | $8,986+19.7% | $8,363+28.6% | $6,400+68.1% |
| Admin fee / account holder | $2,677 | $13,783-80.6% | $11,616-77.0% | $11,426-76.6% |