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 | $51,772 | $167,484-69.1% | $151,611-65.9% | $134,475-61.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.40% | 7.80%-25.2pp | 3.33%-20.7pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,321 | $6,829-51.4% | $6,166-46.1% | $4,740-29.9% |
| Participant deferral / active EE | $4,925 | $8,986-45.2% | $8,363-41.1% | $6,400-23.0% |
| Admin fee / account holder | $2,206 | $13,783-84.0% | $11,616-81.0% | $11,426-80.7% |