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 | $47,648 | $67,331-29.2% | $60,874-21.7% | $134,475-64.6% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.1%+21.9pp | 81.2%+13.8pp |
| Annual return | -17.57% | 49.93%-67.5pp | 16.90%-34.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $6,488 | $3,096+109.5% | $2,701+140.2% | $4,740+36.9% |
| Participant deferral / active EE | $8,437 | $4,538+85.9% | $3,817+121.0% | $6,400+31.8% |
| Admin fee / account holder | $5,465 | $4,582+19.3% | $3,224+69.5% | $11,426-52.2% |