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 | $138,383 | $167,484-17.4% | $151,611-8.7% | $134,475+2.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.88% | 7.80%-23.7pp | 3.33%-19.2pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,824 | $6,829-58.6% | $6,166-54.2% | $4,740-40.4% |
| Participant deferral / active EE | $7,591 | $8,986-15.5% | $8,363-9.2% | $6,400+18.6% |
| Admin fee / account holder | $2,060 | $13,783-85.1% | $11,616-82.3% | $11,426-82.0% |