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 | $38,063 | $133,958-71.6% | $112,228-66.1% | $134,475-71.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.00% | 47.11%-67.1pp | 27.45%-47.5pp | 417.96%-438.0pp |
| Employer contribution / active EE | $2,223 | $4,038-44.9% | $3,635-38.8% | $4,740-53.1% |
| Participant deferral / active EE | $1,896 | $5,291-64.2% | $4,728-59.9% | $6,400-70.4% |
| Admin fee / account holder | $1,877 | $7,489-74.9% | $6,410-70.7% | $11,426-83.6% |