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 | $27,507 | $127,386-78.4% | $115,037-76.1% | $125,391-78.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.13% | 31.28%-34.4pp | 26.14%-29.3pp | 282.22%-285.4pp |
| Employer contribution / active EE | $3,676 | $5,166-28.8% | $4,608-20.2% | $4,866-24.4% |
| Participant deferral / active EE | $7,240 | $6,423+12.7% | $6,026+20.1% | $5,352+35.3% |
| Admin fee / account holder | $764 | $9,516-92.0% | $8,175-90.7% | $9,540-92.0% |