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 | $51,853 | $152,509-66.0% | $117,472-55.9% | $134,475-61.4% |
| Participation rate | 94.7% | 77.1%+17.7pp | 70.6%+24.1pp | 81.2%+13.5pp |
| Annual return | -13.66% | 52.99%-66.6pp | 29.74%-43.4pp | 417.96%-431.6pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $10,241 | $4,818+112.6% | $4,070+151.6% | $6,400+60.0% |
| Admin fee / account holder | $1,324 | $7,004-81.1% | $5,645-76.5% | $11,426-88.4% |