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 | $78,567 | $152,509-48.5% | $117,472-33.1% | $134,475-41.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.18% | 52.99%-71.2pp | 29.74%-47.9pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,103 | $5,571-62.2% | $4,176-49.6% | $4,740-55.6% |
| Participant deferral / active EE | $3,622 | $4,818-24.8% | $4,070-11.0% | $6,400-43.4% |
| Admin fee / account holder | $5,516 | $7,004-21.2% | $5,645-2.3% | $11,426-51.7% |