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 9-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 | $54,278 | $127,386-57.4% | $115,037-52.8% | $125,391-56.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.20% | 31.28%-32.5pp | 26.14%-27.3pp | 282.22%-283.4pp |
| Employer contribution / active EE | $2,034 | $5,166-60.6% | $4,608-55.9% | $4,866-58.2% |
| Participant deferral / active EE | $10,609 | $6,423+65.2% | $6,026+76.0% | $5,352+98.2% |
| Admin fee / account holder | $936 | $9,516-90.2% | $8,175-88.5% | $9,540-90.2% |