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 5-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 | $108,315 | $167,484-35.3% | $151,611-28.6% | $134,475-19.5% |
| 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 | $23,847 | $6,829+249.2% | $6,166+286.8% | $4,740+403.1% |
| Participant deferral / active EE | $17,150 | $8,986+90.9% | $8,363+105.1% | $6,400+168.0% |
| Admin fee / account holder | $1,761 | $13,783-87.2% | $11,616-84.8% | $11,426-84.6% |