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 | $57,164 | $133,958-57.3% | $112,228-49.1% | $134,475-57.5% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -15.73% | 47.11%-62.8pp | 27.45%-43.2pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,009 | $4,038-50.2% | $3,635-44.7% | $4,740-57.6% |
| Participant deferral / active EE | $4,620 | $5,291-12.7% | $4,728-2.3% | $6,400-27.8% |
| Admin fee / account holder | $20,203 | $7,489+169.8% | $6,410+215.2% | $11,426+76.8% |