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 | $59,186 | $106,543-44.4% | $91,220-35.1% | $134,475-56.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.57% | 160.60%-177.2pp | 114.01%-130.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,466 | $3,331-26.0% | $2,850-13.5% | $4,740-48.0% |
| Participant deferral / active EE | $5,891 | $4,719+24.8% | $4,234+39.1% | $6,400-8.0% |
| Admin fee / account holder | $7,594 | $6,231+21.9% | $5,420+40.1% | $11,426-33.5% |