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 | $81,298 | $167,484-51.5% | $151,611-46.4% | $134,475-39.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.93% | 7.80%-23.7pp | 3.33%-19.3pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,906 | $6,829-72.1% | $6,166-69.1% | $4,740-59.8% |
| Participant deferral / active EE | $7,871 | $8,986-12.4% | $8,363-5.9% | $6,400+23.0% |
| Admin fee / account holder | $23,428 | $13,783+70.0% | $11,616+101.7% | $11,426+105.0% |