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 | $48,041 | $133,958-64.1% | $112,228-57.2% | $134,475-64.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.19% | 47.11%-65.3pp | 27.45%-45.6pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,805 | $4,038-55.3% | $3,635-50.3% | $4,740-61.9% |
| Participant deferral / active EE | $4,373 | $5,291-17.3% | $4,728-7.5% | $6,400-31.7% |
| Admin fee / account holder | $12,000 | $7,489+60.2% | $6,410+87.2% | $11,426+5.0% |