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 | $86,210 | $127,386-32.3% | $115,037-25.1% | $125,391-31.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.24% | 31.28%-33.5pp | 26.14%-28.4pp | 282.22%-284.5pp |
| Employer contribution / active EE | $3,333 | $5,166-35.5% | $4,608-27.7% | $4,866-31.5% |
| Participant deferral / active EE | $10,370 | $6,423+61.5% | $6,026+72.1% | $5,352+93.8% |
| Admin fee / account holder | $9,573 | $9,516+0.6% | $8,175+17.1% | $9,540+0.3% |