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 | $97,296 | $133,958-27.4% | $112,228-13.3% | $134,475-27.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.61% | 47.11%-64.7pp | 27.45%-45.1pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,786 | $4,038-55.8% | $3,635-50.9% | $4,740-62.3% |
| Participant deferral / active EE | $4,487 | $5,291-15.2% | $4,728-5.1% | $6,400-29.9% |
| Admin fee / account holder | $5,333 | $7,489-28.8% | $6,410-16.8% | $11,426-53.3% |