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 | $52,796 | $127,386-58.6% | $115,037-54.1% | $125,391-57.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.21% | 31.28%-34.5pp | 26.14%-29.4pp | 282.22%-285.4pp |
| Employer contribution / active EE | $3,570 | $5,166-30.9% | $4,608-22.5% | $4,866-26.6% |
| Participant deferral / active EE | $8,114 | $6,423+26.3% | $6,026+34.6% | $5,352+51.6% |
| Admin fee / account holder | $4,065 | $9,516-57.3% | $8,175-50.3% | $9,540-57.4% |