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 | $40,542 | $127,386-68.2% | $115,037-64.8% | $125,391-67.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.20% | 31.28%-31.5pp | 26.14%-26.3pp | 282.22%-282.4pp |
| Employer contribution / active EE | $1,335 | $5,166-74.2% | $4,608-71.0% | $4,866-72.6% |
| Participant deferral / active EE | $3,872 | $6,423-39.7% | $6,026-35.8% | $5,352-27.6% |
| Admin fee / account holder | $10,957 | $9,516+15.1% | $8,175+34.0% | $9,540+14.8% |