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 | $35,327 | $127,386-72.3% | $115,037-69.3% | $125,391-71.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.04% | 31.28%-33.3pp | 26.14%-28.2pp | 282.22%-284.3pp |
| Employer contribution / active EE | $1,030 | $5,166-80.1% | $4,608-77.6% | $4,866-78.8% |
| Participant deferral / active EE | $7,223 | $6,423+12.5% | $6,026+19.9% | $5,352+35.0% |
| Admin fee / account holder | $8,770 | $9,516-7.8% | $8,175+7.3% | $9,540-8.1% |