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 | $111,642 | $133,958-16.7% | $112,228-0.5% | $134,475-17.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -5.17% | 47.11%-52.3pp | 27.45%-32.6pp | 417.96%-423.1pp |
| Employer contribution / active EE | $3,455 | $4,038-14.4% | $3,635-5.0% | $4,740-27.1% |
| Participant deferral / active EE | $3,383 | $5,291-36.1% | $4,728-28.4% | $6,400-47.1% |
| Admin fee / account holder | $18,644 | $7,489+149.0% | $6,410+190.9% | $11,426+63.2% |