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 | $47,475 | $127,386-62.7% | $115,037-58.7% | $125,391-62.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.87% | 31.28%-32.1pp | 26.14%-27.0pp | 282.22%-283.1pp |
| Employer contribution / active EE | $5,699 | $5,166+10.3% | $4,608+23.7% | $4,866+17.1% |
| Participant deferral / active EE | $8,920 | $6,423+38.9% | $6,026+48.0% | $5,352+66.7% |
| Admin fee / account holder | $4,107 | $9,516-56.8% | $8,175-49.8% | $9,540-57.0% |