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 | $40,429 | $152,509-73.5% | $117,472-65.6% | $134,475-69.9% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | -20.21% | 52.99%-73.2pp | 29.74%-49.9pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,630 | $5,571-70.7% | $4,176-61.0% | $4,740-65.6% |
| Participant deferral / active EE | $7,111 | $4,818+47.6% | $4,070+74.7% | $6,400+11.1% |
| Admin fee / account holder | $16,526 | $7,004+136.0% | $5,645+192.8% | $11,426+44.6% |