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 | $90,201 | $152,509-40.9% | $117,472-23.2% | $134,475-32.9% |
| Participation rate | 85.7% | 77.1%+8.6pp | 70.6%+15.1pp | 81.2%+4.5pp |
| Annual return | -16.96% | 52.99%-69.9pp | 29.74%-46.7pp | 417.96%-434.9pp |
| Employer contribution / active EE | $4,075 | $5,571-26.8% | $4,176-2.4% | $4,740-14.0% |
| Participant deferral / active EE | $6,923 | $4,818+43.7% | $4,070+70.1% | $6,400+8.2% |
| Admin fee / account holder | $784 | $7,004-88.8% | $5,645-86.1% | $11,426-93.1% |