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 | $105,710 | $167,484-36.9% | $151,611-30.3% | $134,475-21.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.92% | 7.80%-20.7pp | 3.33%-16.3pp | 417.96%-430.9pp |
| Employer contribution / active EE | $3,259 | $6,829-52.3% | $6,166-47.1% | $4,740-31.2% |
| Participant deferral / active EE | $5,454 | $8,986-39.3% | $8,363-34.8% | $6,400-14.8% |
| Admin fee / account holder | $14,104 | $13,783+2.3% | $11,616+21.4% | $11,426+23.4% |