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 7-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 | $48,176 | $106,543-54.8% | $91,220-47.2% | $134,475-64.2% |
| Participation rate | 85.7% | 76.8%+8.9pp | 73.2%+12.5pp | 81.2%+4.5pp |
| Annual return | -14.58% | 160.60%-175.2pp | 114.01%-128.6pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,323 | $3,331-30.3% | $2,850-18.5% | $4,740-51.0% |
| Participant deferral / active EE | $5,800 | $4,719+22.9% | $4,234+37.0% | $6,400-9.4% |
| Admin fee / account holder | $2,063 | $6,231-66.9% | $5,420-61.9% | $11,426-81.9% |