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 | $83,432 | $167,484-50.2% | $151,611-45.0% | $134,475-38.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.00% | 7.80%-23.8pp | 3.33%-19.3pp | 417.96%-434.0pp |
| Employer contribution / active EE | $4,264 | $6,829-37.6% | $6,166-30.9% | $4,740-10.0% |
| Participant deferral / active EE | $10,606 | $8,986+18.0% | $8,363+26.8% | $6,400+65.7% |
| Admin fee / account holder | $39,595 | $13,783+187.3% | $11,616+240.9% | $11,426+246.5% |