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 7-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 | $57,663 | $167,484-65.6% | $151,611-62.0% | $134,475-57.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.57% | 7.80%-23.4pp | 3.33%-18.9pp | 417.96%-433.5pp |
| Employer contribution / active EE | $3,654 | $6,829-46.5% | $6,166-40.7% | $4,740-22.9% |
| Participant deferral / active EE | $9,135 | $8,986+1.7% | $8,363+9.2% | $6,400+42.7% |
| Admin fee / account holder | $3,928 | $13,783-71.5% | $11,616-66.2% | $11,426-65.6% |