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 | $92,746 | $95,971-3.4% | $74,550+24.4% | $135,375-31.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.52% | 56.96%-62.5pp | 32.53%-38.0pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,381 | $2,716-49.1% | $1,961-29.6% | $4,779-71.1% |
| Participant deferral / active EE | $3,301 | $3,843-14.1% | $3,108+6.2% | $5,609-41.1% |
| Admin fee / account holder | $14,475 | $6,522+121.9% | $5,060+186.1% | $10,827+33.7% |