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 | $65,588 | $129,942-49.5% | $104,294-37.1% | $134,475-51.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -16.64% | 42.03%-58.7pp | 24.61%-41.2pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,343 | $4,184-67.9% | $3,372-60.2% | $4,740-71.7% |
| Participant deferral / active EE | $10,209 | $5,588+82.7% | $4,625+120.7% | $6,400+59.5% |
| Admin fee / account holder | $3,315 | $9,323-64.4% | $7,339-54.8% | $11,426-71.0% |