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 | $108,463 | $167,484-35.2% | $151,611-28.5% | $134,475-19.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.63% | 7.80%-25.4pp | 3.33%-21.0pp | 417.96%-435.6pp |
| Employer contribution / active EE | $7,978 | $6,829+16.8% | $6,166+29.4% | $4,740+68.3% |
| Participant deferral / active EE | $4,046 | $8,986-55.0% | $8,363-51.6% | $6,400-36.8% |
| Admin fee / account holder | $1,382 | $13,783-90.0% | $11,616-88.1% | $11,426-87.9% |