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 9-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 | $90,600 | $167,484-45.9% | $151,611-40.2% | $134,475-32.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -5.99% | 7.80%-13.8pp | 3.33%-9.3pp | 417.96%-424.0pp |
| Employer contribution / active EE | $6,581 | $6,829-3.6% | $6,166+6.7% | $4,740+38.8% |
| Participant deferral / active EE | $14,792 | $8,986+64.6% | $8,363+76.9% | $6,400+131.1% |
| Admin fee / account holder | $865 | $13,783-93.7% | $11,616-92.6% | $11,426-92.4% |