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 | $232,603 | $133,958+73.6% | $112,228+107.3% | $134,475+73.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -8.06% | 47.11%-55.2pp | 27.45%-35.5pp | 417.96%-426.0pp |
| Employer contribution / active EE | $2,120 | $4,038-47.5% | $3,635-41.7% | $4,740-55.3% |
| Participant deferral / active EE | $5,469 | $5,291+3.4% | $4,728+15.7% | $6,400-14.5% |
| Admin fee / account holder | $122,030 | $7,489+1529.5% | $6,410+1803.7% | $11,426+968.0% |