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 | $55,642 | $152,509-63.5% | $117,472-52.6% | $134,475-58.6% |
| Participation rate | 83.3% | 77.1%+6.2pp | 70.6%+12.7pp | 81.2%+2.1pp |
| Annual return | -15.65% | 52.99%-68.6pp | 29.74%-45.4pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,544 | $5,571-54.3% | $4,176-39.1% | $4,740-46.3% |
| Participant deferral / active EE | $6,814 | $4,818+41.4% | $4,070+67.4% | $6,400+6.5% |
| Admin fee / account holder | $16,987 | $7,004+142.5% | $5,645+200.9% | $11,426+48.7% |