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 | $53,276 | $133,958-60.2% | $112,228-52.5% | $134,475-60.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.51% | 47.11%-61.6pp | 27.45%-42.0pp | 417.96%-432.5pp |
| Employer contribution / active EE | $3,055 | $4,038-24.4% | $3,635-16.0% | $4,740-35.6% |
| Participant deferral / active EE | $4,954 | $5,291-6.4% | $4,728+4.8% | $6,400-22.6% |
| Admin fee / account holder | $377 | $7,489-95.0% | $6,410-94.1% | $11,426-96.7% |