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 | $39,127 | $140,588-72.2% | $123,104-68.2% | $125,391-68.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.43% | 16.80%-20.2pp | 13.22%-16.6pp | 282.22%-285.7pp |
| Employer contribution / active EE | $2,346 | $6,041-61.2% | $5,151-54.5% | $4,866-51.8% |
| Participant deferral / active EE | $4,046 | $6,980-42.0% | $6,230-35.1% | $5,352-24.4% |
| Admin fee / account holder | $902 | $11,198-91.9% | $9,015-90.0% | $9,540-90.5% |