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 | $183,846 | $95,862+91.8% | $79,550+131.1% | $134,475+36.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.39% | -2.69%-13.7pp | 0.16%-16.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $800 | $3,128-74.4% | $2,413-66.9% | $4,740-83.1% |
| Participant deferral / active EE | $3,035 | $4,693-35.3% | $3,985-23.8% | $6,400-52.6% |
| Admin fee / account holder | $3,133 | $9,126-65.7% | $6,832-54.2% | $11,426-72.6% |