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 | $88,174 | $133,958-34.2% | $112,228-21.4% | $134,475-34.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.26% | 47.11%-61.4pp | 27.45%-41.7pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,130 | $4,038-72.0% | $3,635-68.9% | $4,740-76.2% |
| Participant deferral / active EE | $2,362 | $5,291-55.3% | $4,728-50.0% | $6,400-63.1% |
| Admin fee / account holder | $2,370 | $7,489-68.4% | $6,410-63.0% | $11,426-79.3% |