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 3-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 | $66,503 | $167,484-60.3% | $151,611-56.1% | $134,475-50.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.66% | 7.80%-27.5pp | 3.33%-23.0pp | 417.96%-437.6pp |
| Employer contribution / active EE | $6,850 | $6,829+0.3% | $6,166+11.1% | $4,740+44.5% |
| Participant deferral / active EE | $6,850 | $8,986-23.8% | $8,363-18.1% | $6,400+7.0% |
| Admin fee / account holder | $51,108 | $13,783+270.8% | $11,616+340.0% | $11,426+347.3% |