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 | $81,017 | $167,484-51.6% | $151,611-46.6% | $134,475-39.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.38% | 7.80%-26.2pp | 3.33%-21.7pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,879 | $6,829-72.5% | $6,166-69.5% | $4,740-60.4% |
| Participant deferral / active EE | $3,861 | $8,986-57.0% | $8,363-53.8% | $6,400-39.7% |
| Admin fee / account holder | $5,290 | $13,783-61.6% | $11,616-54.5% | $11,426-53.7% |