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 | $40,660 | $127,386-68.1% | $115,037-64.7% | $125,391-67.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.47% | 31.28%-31.7pp | 26.14%-26.6pp | 282.22%-282.7pp |
| Employer contribution / active EE | $1,510 | $5,166-70.8% | $4,608-67.2% | $4,866-69.0% |
| Participant deferral / active EE | $3,584 | $6,423-44.2% | $6,026-40.5% | $5,352-33.0% |
| Admin fee / account holder | $3,119 | $9,516-67.2% | $8,175-61.8% | $9,540-67.3% |