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 9-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 | $36,741 | $167,484-78.1% | $151,611-75.8% | $134,475-72.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.68% | 7.80%-20.5pp | 3.33%-16.0pp | 417.96%-430.6pp |
| Employer contribution / active EE | $4,518 | $6,829-33.8% | $6,166-26.7% | $4,740-4.7% |
| Participant deferral / active EE | $15,948 | $8,986+77.5% | $8,363+90.7% | $6,400+149.2% |
| Admin fee / account holder | $25,044 | $13,783+81.7% | $11,616+115.6% | $11,426+119.2% |