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 10-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 | $111,412 | $167,484-33.5% | $151,611-26.5% | $134,475-17.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.79% | 7.80%-25.6pp | 3.33%-21.1pp | 417.96%-435.7pp |
| Employer contribution / active EE | $3,848 | $6,829-43.6% | $6,166-37.6% | $4,740-18.8% |
| Participant deferral / active EE | $6,082 | $8,986-32.3% | $8,363-27.3% | $6,400-5.0% |
| Admin fee / account holder | $2,292 | $13,783-83.4% | $11,616-80.3% | $11,426-79.9% |