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 | $106,567 | $133,958-20.4% | $112,228-5.0% | $134,475-20.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.09% | 47.11%-66.2pp | 27.45%-46.5pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,474 | $4,038-63.5% | $3,635-59.4% | $4,740-68.9% |
| Participant deferral / active EE | $3,458 | $5,291-34.6% | $4,728-26.9% | $6,400-46.0% |
| Admin fee / account holder | $11,654 | $7,489+55.6% | $6,410+81.8% | $11,426+2.0% |