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 | $42,817 | $127,386-66.4% | $115,037-62.8% | $125,391-65.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.88% | 31.28%-33.2pp | 26.14%-28.0pp | 282.22%-284.1pp |
| Employer contribution / active EE | $2,439 | $5,166-52.8% | $4,608-47.1% | $4,866-49.9% |
| Participant deferral / active EE | $3,227 | $6,423-49.8% | $6,026-46.4% | $5,352-39.7% |
| Admin fee / account holder | $1,896 | $9,516-80.1% | $8,175-76.8% | $9,540-80.1% |