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 | $52,156 | $67,331-22.5% | $60,874-14.3% | $134,475-61.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -7.37% | 49.93%-57.3pp | 16.90%-24.3pp | 417.96%-425.3pp |
| Employer contribution / active EE | $1,557 | $3,096-49.7% | $2,701-42.4% | $4,740-67.2% |
| Participant deferral / active EE | $2,656 | $4,538-41.5% | $3,817-30.4% | $6,400-58.5% |
| Admin fee / account holder | $3,735 | $4,582-18.5% | $3,224+15.8% | $11,426-67.3% |