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 | $81,294 | $133,958-39.3% | $112,228-27.6% | $134,475-39.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.11% | 47.11%-63.2pp | 27.45%-43.6pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,147 | $4,038-46.8% | $3,635-40.9% | $4,740-54.7% |
| Participant deferral / active EE | $4,477 | $5,291-15.4% | $4,728-5.3% | $6,400-30.0% |
| Admin fee / account holder | $27,236 | $7,489+263.7% | $6,410+324.9% | $11,426+138.4% |