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 | $90,589 | $127,386-28.9% | $115,037-21.3% | $125,391-27.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.79% | 31.28%-32.1pp | 26.14%-26.9pp | 282.22%-283.0pp |
| Employer contribution / active EE | $1,984 | $5,166-61.6% | $4,608-57.0% | $4,866-59.2% |
| Participant deferral / active EE | $8,932 | $6,423+39.1% | $6,026+48.2% | $5,352+66.9% |
| Admin fee / account holder | $985 | $9,516-89.7% | $8,175-88.0% | $9,540-89.7% |