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 | $128,131 | $167,484-23.5% | $151,611-15.5% | $134,475-4.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.30% | 7.80%-21.1pp | 3.33%-16.6pp | 417.96%-431.3pp |
| Employer contribution / active EE | $2,122 | $6,829-68.9% | $6,166-65.6% | $4,740-55.2% |
| Participant deferral / active EE | $4,448 | $8,986-50.5% | $8,363-46.8% | $6,400-30.5% |
| Admin fee / account holder | $986 | $13,783-92.8% | $11,616-91.5% | $11,426-91.4% |