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 | $47,626 | $67,331-29.3% | $60,874-21.8% | $134,475-64.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -13.23% | 49.93%-63.2pp | 16.90%-30.1pp | 417.96%-431.2pp |
| Employer contribution / active EE | $4,203 | $3,096+35.7% | $2,701+55.6% | $4,740-11.3% |
| Participant deferral / active EE | $2,898 | $4,538-36.1% | $3,817-24.1% | $6,400-54.7% |
| Admin fee / account holder | $6,253 | $4,582+36.5% | $3,224+93.9% | $11,426-45.3% |