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 | $33,399 | $127,386-73.8% | $115,037-71.0% | $125,391-73.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.47% | 31.28%-33.7pp | 26.14%-28.6pp | 282.22%-284.7pp |
| Employer contribution / active EE | $3,349 | $5,166-35.2% | $4,608-27.3% | $4,866-31.2% |
| Participant deferral / active EE | $7,401 | $6,423+15.2% | $6,026+22.8% | $5,352+38.3% |
| Admin fee / account holder | $3,969 | $9,516-58.3% | $8,175-51.4% | $9,540-58.4% |