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 | $120,206 | $129,942-7.5% | $104,294+15.3% | $134,475-10.6% |
| Participation rate | 92.3% | 79.5%+12.8pp | 73.3%+19.0pp | 81.2%+11.1pp |
| Annual return | -13.49% | 42.03%-55.5pp | 24.61%-38.1pp | 417.96%-431.5pp |
| Employer contribution / active EE | $2,183 | $4,184-47.8% | $3,372-35.3% | $4,740-53.9% |
| Participant deferral / active EE | $0 | $5,588-100.0% | $4,625-100.0% | $6,400-100.0% |
| Admin fee / account holder | $41,436 | $9,323+344.4% | $7,339+464.6% | $11,426+262.6% |