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 | $37,510 | $127,386-70.6% | $115,037-67.4% | $125,391-70.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.28% | 31.28%-33.6pp | 26.14%-28.4pp | 282.22%-284.5pp |
| Employer contribution / active EE | $1,162 | $5,166-77.5% | $4,608-74.8% | $4,866-76.1% |
| Participant deferral / active EE | $3,181 | $6,423-50.5% | $6,026-47.2% | $5,352-40.6% |
| Admin fee / account holder | $3,829 | $9,516-59.8% | $8,175-53.2% | $9,540-59.9% |