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 | $59,172 | $167,484-64.7% | $151,611-61.0% | $134,475-56.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.21% | 7.80%-22.0pp | 3.33%-17.5pp | 417.96%-432.2pp |
| Employer contribution / active EE | $4,511 | $6,829-33.9% | $6,166-26.8% | $4,740-4.8% |
| Participant deferral / active EE | $10,738 | $8,986+19.5% | $8,363+28.4% | $6,400+67.8% |
| Admin fee / account holder | $17,353 | $13,783+25.9% | $11,616+49.4% | $11,426+51.9% |