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 | $64,436 | $167,484-61.5% | $151,611-57.5% | $134,475-52.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.09% | 7.80%-17.9pp | 3.33%-13.4pp | 417.96%-428.1pp |
| Employer contribution / active EE | $3,115 | $6,829-54.4% | $6,166-49.5% | $4,740-34.3% |
| Participant deferral / active EE | $9,285 | $8,986+3.3% | $8,363+11.0% | $6,400+45.1% |
| Admin fee / account holder | $37,366 | $13,783+171.1% | $11,616+221.7% | $11,426+227.0% |