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 | $59,606 | $133,958-55.5% | $112,228-46.9% | $134,475-55.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.96% | 47.11%-64.1pp | 27.45%-44.4pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,163 | $4,038-71.2% | $3,635-68.0% | $4,740-75.5% |
| Participant deferral / active EE | $2,880 | $5,291-45.6% | $4,728-39.1% | $6,400-55.0% |
| Admin fee / account holder | $1,807 | $7,489-75.9% | $6,410-71.8% | $11,426-84.2% |