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 | $48,105 | $92,703-48.1% | $82,719-41.8% | $134,475-64.2% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -17.94% | 944.92%-962.9pp | 701.18%-719.1pp | 417.96%-435.9pp |
| Employer contribution / active EE | $3,173 | $3,274-3.1% | $3,009+5.4% | $4,740-33.1% |
| Participant deferral / active EE | $4,768 | $4,802-0.7% | $4,395+8.5% | $6,400-25.5% |
| Admin fee / account holder | $1,845 | $5,983-69.2% | $5,329-65.4% | $11,426-83.9% |