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 | $46,853 | $127,386-63.2% | $115,037-59.3% | $125,391-62.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.32% | 31.28%-34.6pp | 26.14%-29.5pp | 282.22%-285.5pp |
| Employer contribution / active EE | $2,814 | $5,166-45.5% | $4,608-38.9% | $4,866-42.2% |
| Participant deferral / active EE | $9,057 | $6,423+41.0% | $6,026+50.3% | $5,352+69.2% |
| Admin fee / account holder | $1,543 | $9,516-83.8% | $8,175-81.1% | $9,540-83.8% |