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 | $107,217 | $167,484-36.0% | $151,611-29.3% | $134,475-20.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.30% | 7.80%-23.1pp | 3.33%-18.6pp | 417.96%-433.3pp |
| Employer contribution / active EE | $9,843 | $6,829+44.1% | $6,166+59.6% | $4,740+107.7% |
| Participant deferral / active EE | $3,851 | $8,986-57.1% | $8,363-54.0% | $6,400-39.8% |
| Admin fee / account holder | $37,158 | $13,783+169.6% | $11,616+219.9% | $11,426+225.2% |