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 | $37,441 | $168,632-77.8% | $147,614-74.6% | $125,391-70.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.52% | 77.65%-80.2pp | 61.98%-64.5pp | 282.22%-284.7pp |
| Employer contribution / active EE | $2,165 | $6,252-65.4% | $5,564-61.1% | $4,866-55.5% |
| Participant deferral / active EE | $4,648 | $5,507-15.6% | $4,895-5.0% | $5,352-13.1% |
| Admin fee / account holder | $13,179 | $13,580-3.0% | $11,611+13.5% | $9,540+38.1% |