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 | $71,872 | $127,386-43.6% | $115,037-37.5% | $125,391-42.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.38% | 31.28%-34.7pp | 26.14%-29.5pp | 282.22%-285.6pp |
| Employer contribution / active EE | $2,194 | $5,166-57.5% | $4,608-52.4% | $4,866-54.9% |
| Participant deferral / active EE | $5,172 | $6,423-19.5% | $6,026-14.2% | $5,352-3.4% |
| Admin fee / account holder | $833 | $9,516-91.2% | $8,175-89.8% | $9,540-91.3% |