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 | $52,481 | $127,386-58.8% | $115,037-54.4% | $125,391-58.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.35% | 31.28%-33.6pp | 26.14%-28.5pp | 282.22%-284.6pp |
| Employer contribution / active EE | $2,488 | $5,166-51.8% | $4,608-46.0% | $4,866-48.9% |
| Participant deferral / active EE | $3,741 | $6,423-41.8% | $6,026-37.9% | $5,352-30.1% |
| Admin fee / account holder | $401 | $9,516-95.8% | $8,175-95.1% | $9,540-95.8% |