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 | $33,664 | $140,588-76.1% | $123,104-72.7% | $125,391-73.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.42% | 16.80%-19.2pp | 13.22%-15.6pp | 282.22%-284.6pp |
| Employer contribution / active EE | $2,175 | $6,041-64.0% | $5,151-57.8% | $4,866-55.3% |
| Participant deferral / active EE | $3,409 | $6,980-51.2% | $6,230-45.3% | $5,352-36.3% |
| Admin fee / account holder | $1,154 | $11,198-89.7% | $9,015-87.2% | $9,540-87.9% |