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 | $87,264 | $167,484-47.9% | $151,611-42.4% | $134,475-35.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.40% | 7.80%-24.2pp | 3.33%-19.7pp | 417.96%-434.4pp |
| Employer contribution / active EE | $10,053 | $6,829+47.2% | $6,166+63.0% | $4,740+112.1% |
| Participant deferral / active EE | $6,472 | $8,986-28.0% | $8,363-22.6% | $6,400+1.1% |
| Admin fee / account holder | $16,473 | $13,783+19.5% | $11,616+41.8% | $11,426+44.2% |