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 | $89,752 | $129,942-30.9% | $104,294-13.9% | $134,475-33.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -15.30% | 42.03%-57.3pp | 24.61%-39.9pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,582 | $4,184-38.3% | $3,372-23.4% | $4,740-45.5% |
| Participant deferral / active EE | $11,218 | $5,588+100.8% | $4,625+142.5% | $6,400+75.3% |
| Admin fee / account holder | $23,716 | $9,323+154.4% | $7,339+223.1% | $11,426+107.6% |