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 | $100,778 | $167,484-39.8% | $151,611-33.5% | $134,475-25.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.06% | 7.80%-25.9pp | 3.33%-21.4pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,111 | $6,829-69.1% | $6,166-65.8% | $4,740-55.5% |
| Participant deferral / active EE | $7,769 | $8,986-13.5% | $8,363-7.1% | $6,400+21.4% |
| Admin fee / account holder | $827 | $13,783-94.0% | $11,616-92.9% | $11,426-92.8% |