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 | $94,455 | $133,958-29.5% | $112,228-15.8% | $134,475-29.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.19% | 47.11%-59.3pp | 27.45%-39.6pp | 417.96%-430.2pp |
| Employer contribution / active EE | $2,652 | $4,038-34.3% | $3,635-27.0% | $4,740-44.0% |
| Participant deferral / active EE | $15,000 | $5,291+183.5% | $4,728+217.3% | $6,400+134.4% |
| Admin fee / account holder | $5,071 | $7,489-32.3% | $6,410-20.9% | $11,426-55.6% |