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 | $86,512 | $152,509-43.3% | $117,472-26.4% | $134,475-35.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.58% | 52.99%-69.6pp | 29.74%-46.3pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,624 | $5,571-70.8% | $4,176-61.1% | $4,740-65.7% |
| Participant deferral / active EE | $7,467 | $4,818+55.0% | $4,070+83.4% | $6,400+16.7% |
| Admin fee / account holder | $2,995 | $7,004-57.2% | $5,645-46.9% | $11,426-73.8% |