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 | $41,722 | $127,386-67.2% | $115,037-63.7% | $125,391-66.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.20% | 31.28%-31.5pp | 26.14%-26.3pp | 282.22%-282.4pp |
| Employer contribution / active EE | $2,592 | $5,166-49.8% | $4,608-43.8% | $4,866-46.7% |
| Participant deferral / active EE | $4,194 | $6,423-34.7% | $6,026-30.4% | $5,352-21.6% |
| Admin fee / account holder | $1,818 | $9,516-80.9% | $8,175-77.8% | $9,540-80.9% |