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 | $96,066 | $133,958-28.3% | $112,228-14.4% | $134,475-28.6% |
| Participation rate | 95.7% | 78.6%+17.1pp | 75.1%+20.6pp | 81.2%+14.4pp |
| Annual return | -10.71% | 47.11%-57.8pp | 27.45%-38.2pp | 417.96%-428.7pp |
| Employer contribution / active EE | $10,932 | $4,038+170.7% | $3,635+200.8% | $4,740+130.7% |
| Participant deferral / active EE | $3,665 | $5,291-30.7% | $4,728-22.5% | $6,400-42.7% |
| Admin fee / account holder | $43,732 | $7,489+484.0% | $6,410+582.2% | $11,426+282.7% |