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 | $44,063 | $129,942-66.1% | $104,294-57.8% | $134,475-67.2% |
| Participation rate | 85.7% | 79.5%+6.2pp | 73.3%+12.5pp | 81.2%+4.5pp |
| Annual return | -4.52% | 42.03%-46.5pp | 24.61%-29.1pp | 417.96%-422.5pp |
| Employer contribution / active EE | $3,584 | $4,184-14.3% | $3,372+6.3% | $4,740-24.4% |
| Participant deferral / active EE | $8,315 | $5,588+48.8% | $4,625+79.8% | $6,400+29.9% |
| Admin fee / account holder | $16,431 | $9,323+76.2% | $7,339+123.9% | $11,426+43.8% |