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 | $31,109 | $67,331-53.8% | $60,874-48.9% | $134,475-76.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.45% | 49.93%-67.4pp | 16.90%-34.3pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,971 | $3,096-36.3% | $2,701-27.0% | $4,740-58.4% |
| Participant deferral / active EE | $2,952 | $4,538-35.0% | $3,817-22.7% | $6,400-53.9% |
| Admin fee / account holder | $1,350 | $4,582-70.5% | $3,224-58.1% | $11,426-88.2% |