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 | $45,294 | $167,484-73.0% | $151,611-70.1% | $134,475-66.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.99% | 7.80%-26.8pp | 3.33%-22.3pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,368 | $6,829-65.3% | $6,166-61.6% | $4,740-50.0% |
| Participant deferral / active EE | $5,566 | $8,986-38.1% | $8,363-33.4% | $6,400-13.0% |
| Admin fee / account holder | $1,663 | $13,783-87.9% | $11,616-85.7% | $11,426-85.4% |