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 | $41,690 | $167,484-75.1% | $151,611-72.5% | $134,475-69.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.48% | 7.80%-22.3pp | 3.33%-17.8pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,631 | $6,829-76.1% | $6,166-73.6% | $4,740-65.6% |
| Participant deferral / active EE | $4,641 | $8,986-48.3% | $8,363-44.5% | $6,400-27.5% |
| Admin fee / account holder | $15,637 | $13,783+13.5% | $11,616+34.6% | $11,426+36.9% |