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 | $122,981 | $167,484-26.6% | $151,611-18.9% | $134,475-8.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.18% | 7.80%-22.0pp | 3.33%-17.5pp | 417.96%-432.1pp |
| Employer contribution / active EE | $2,797 | $6,829-59.0% | $6,166-54.6% | $4,740-41.0% |
| Participant deferral / active EE | $7,233 | $8,986-19.5% | $8,363-13.5% | $6,400+13.0% |
| Admin fee / account holder | $6,194 | $13,783-55.1% | $11,616-46.7% | $11,426-45.8% |