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 8-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 | $95,005 | $167,484-43.3% | $151,611-37.3% | $134,475-29.4% |
| Participation rate | 94.7% | 88.4%+6.4pp | 87.5%+7.2pp | 81.2%+13.5pp |
| Annual return | -13.91% | 7.80%-21.7pp | 3.33%-17.2pp | 417.96%-431.9pp |
| Employer contribution / active EE | $3,579 | $6,829-47.6% | $6,166-42.0% | $4,740-24.5% |
| Participant deferral / active EE | $7,013 | $8,986-22.0% | $8,363-16.1% | $6,400+9.6% |
| Admin fee / account holder | $25,275 | $13,783+83.4% | $11,616+117.6% | $11,426+121.2% |