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 | $66,381 | $127,386-47.9% | $115,037-42.3% | $125,391-47.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.32% | 31.28%-32.6pp | 26.14%-27.5pp | 282.22%-283.5pp |
| Employer contribution / active EE | $2,384 | $5,166-53.9% | $4,608-48.3% | $4,866-51.0% |
| Participant deferral / active EE | $6,040 | $6,423-6.0% | $6,026+0.2% | $5,352+12.9% |
| Admin fee / account holder | $1,967 | $9,516-79.3% | $8,175-75.9% | $9,540-79.4% |