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 | $67,459 | $95,971-29.7% | $74,550-9.5% | $135,375-50.2% |
| Participation rate | 88.9% | 75.7%+13.2pp | 69.1%+19.7pp | 82.6%+6.2pp |
| Annual return | -5.68% | 56.96%-62.6pp | 32.53%-38.2pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,817 | $2,716-33.1% | $1,961-7.4% | $4,779-62.0% |
| Participant deferral / active EE | $4,420 | $3,843+15.0% | $3,108+42.2% | $5,609-21.2% |
| Admin fee / account holder | $3,217 | $6,522-50.7% | $5,060-36.4% | $10,827-70.3% |