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 | $47,305 | $127,386-62.9% | $115,037-58.9% | $125,391-62.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.09% | 31.28%-34.4pp | 26.14%-29.2pp | 282.22%-285.3pp |
| Employer contribution / active EE | $4,000 | $5,166-22.6% | $4,608-13.2% | $4,866-17.8% |
| Participant deferral / active EE | $11,500 | $6,423+79.0% | $6,026+90.8% | $5,352+114.9% |
| Admin fee / account holder | $2,592 | $9,516-72.8% | $8,175-68.3% | $9,540-72.8% |