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 | $61,062 | $167,484-63.5% | $151,611-59.7% | $134,475-54.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -6.14% | 7.80%-13.9pp | 3.33%-9.5pp | 417.96%-424.1pp |
| Employer contribution / active EE | $2,845 | $6,829-58.3% | $6,166-53.9% | $4,740-40.0% |
| Participant deferral / active EE | $3,653 | $8,986-59.3% | $8,363-56.3% | $6,400-42.9% |
| Admin fee / account holder | $9,766 | $13,783-29.1% | $11,616-15.9% | $11,426-14.5% |