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 | $71,208 | $129,942-45.2% | $104,294-31.7% | $134,475-47.0% |
| Participation rate | 93.3% | 79.5%+13.8pp | 73.3%+20.1pp | 81.2%+12.1pp |
| Annual return | -14.74% | 42.03%-56.8pp | 24.61%-39.3pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,112 | $4,184-73.4% | $3,372-67.0% | $4,740-76.5% |
| Participant deferral / active EE | $3,365 | $5,588-39.8% | $4,625-27.2% | $6,400-47.4% |
| Admin fee / account holder | $3,184 | $9,323-65.8% | $7,339-56.6% | $11,426-72.1% |