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 | $55,035 | $95,971-42.7% | $74,550-26.2% | $135,375-59.3% |
| Participation rate | 88.9% | 75.7%+13.2pp | 69.1%+19.7pp | 82.6%+6.2pp |
| Annual return | -6.98% | 56.96%-63.9pp | 32.53%-39.5pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,760 | $2,716-35.2% | $1,961-10.3% | $4,779-63.2% |
| Participant deferral / active EE | $8,131 | $3,843+111.6% | $3,108+161.6% | $5,609+45.0% |
| Admin fee / account holder | $998 | $6,522-84.7% | $5,060-80.3% | $10,827-90.8% |