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 | $43,984 | $129,942-66.2% | $104,294-57.8% | $134,475-67.3% |
| Participation rate | 92.9% | 79.5%+13.3pp | 73.3%+19.6pp | 81.2%+11.6pp |
| Annual return | -12.03% | 42.03%-54.1pp | 24.61%-36.6pp | 417.96%-430.0pp |
| Employer contribution / active EE | $2,980 | $4,184-28.8% | $3,372-11.6% | $4,740-37.1% |
| Participant deferral / active EE | $7,825 | $5,588+40.0% | $4,625+69.2% | $6,400+22.3% |
| Admin fee / account holder | $44,612 | $9,323+378.5% | $7,339+507.8% | $11,426+290.4% |