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 | $57,137 | $133,958-57.3% | $112,228-49.1% | $134,475-57.5% |
| Participation rate | 94.4% | 78.6%+15.9pp | 75.1%+19.4pp | 81.2%+13.2pp |
| Annual return | -11.49% | 47.11%-58.6pp | 27.45%-38.9pp | 417.96%-429.5pp |
| Employer contribution / active EE | $1,278 | $4,038-68.3% | $3,635-64.8% | $4,740-73.0% |
| Participant deferral / active EE | $5,301 | $5,291+0.2% | $4,728+12.1% | $6,400-17.2% |
| Admin fee / account holder | $818 | $7,489-89.1% | $6,410-87.2% | $11,426-92.8% |