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 | $72,635 | $127,386-43.0% | $115,037-36.9% | $125,391-42.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.47% | 31.28%-32.7pp | 26.14%-27.6pp | 282.22%-283.7pp |
| Employer contribution / active EE | $2,229 | $5,166-56.9% | $4,608-51.6% | $4,866-54.2% |
| Participant deferral / active EE | $4,922 | $6,423-23.4% | $6,026-18.3% | $5,352-8.0% |
| Admin fee / account holder | $1,160 | $9,516-87.8% | $8,175-85.8% | $9,540-87.8% |