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 | $54,194 | $127,386-57.5% | $115,037-52.9% | $125,391-56.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.27% | 31.28%-32.6pp | 26.14%-27.4pp | 282.22%-283.5pp |
| Employer contribution / active EE | $3,086 | $5,166-40.3% | $4,608-33.0% | $4,866-36.6% |
| Participant deferral / active EE | $6,524 | $6,423+1.6% | $6,026+8.3% | $5,352+21.9% |
| Admin fee / account holder | $6,507 | $9,516-31.6% | $8,175-20.4% | $9,540-31.8% |