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 | $74,981 | $152,509-50.8% | $117,472-36.2% | $134,475-44.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.21% | 52.99%-67.2pp | 29.74%-43.9pp | 417.96%-432.2pp |
| Employer contribution / active EE | $2,627 | $5,571-52.8% | $4,176-37.1% | $4,740-44.6% |
| Participant deferral / active EE | $5,505 | $4,818+14.3% | $4,070+35.2% | $6,400-14.0% |
| Admin fee / account holder | $1,772 | $7,004-74.7% | $5,645-68.6% | $11,426-84.5% |