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 | $62,410 | $106,543-41.4% | $91,220-31.6% | $134,475-53.6% |
| Participation rate | 90.0% | 76.8%+13.2pp | 73.2%+16.8pp | 81.2%+8.8pp |
| Annual return | -14.58% | 160.60%-175.2pp | 114.01%-128.6pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,068 | $3,331-67.9% | $2,850-62.5% | $4,740-77.5% |
| Participant deferral / active EE | $4,366 | $4,719-7.5% | $4,234+3.1% | $6,400-31.8% |
| Admin fee / account holder | $802 | $6,231-87.1% | $5,420-85.2% | $11,426-93.0% |