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 | $89,278 | $167,484-46.7% | $151,611-41.1% | $134,475-33.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.46% | 7.80%-20.3pp | 3.33%-15.8pp | 417.96%-430.4pp |
| Employer contribution / active EE | $2,398 | $6,829-64.9% | $6,166-61.1% | $4,740-49.4% |
| Participant deferral / active EE | $6,637 | $8,986-26.1% | $8,363-20.6% | $6,400+3.7% |
| Admin fee / account holder | $42,512 | $13,783+208.4% | $11,616+266.0% | $11,426+272.1% |