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 | $94,514 | $152,509-38.0% | $117,472-19.5% | $134,475-29.7% |
| Participation rate | 83.3% | 77.1%+6.2pp | 70.6%+12.7pp | 81.2%+2.1pp |
| Annual return | -11.10% | 52.99%-64.1pp | 29.74%-40.8pp | 417.96%-429.1pp |
| Employer contribution / active EE | $1,876 | $5,571-66.3% | $4,176-55.1% | $4,740-60.4% |
| Participant deferral / active EE | $4,420 | $4,818-8.3% | $4,070+8.6% | $6,400-30.9% |
| Admin fee / account holder | $2,021 | $7,004-71.1% | $5,645-64.2% | $11,426-82.3% |