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 | $42,235 | $129,942-67.5% | $104,294-59.5% | $134,475-68.6% |
| Participation rate | 83.3% | 79.5%+3.8pp | 73.3%+10.1pp | 81.2%+2.1pp |
| Annual return | -3.31% | 42.03%-45.3pp | 24.61%-27.9pp | 417.96%-421.3pp |
| Employer contribution / active EE | $2,679 | $4,184-36.0% | $3,372-20.5% | $4,740-43.5% |
| Participant deferral / active EE | $3,851 | $5,588-31.1% | $4,625-16.7% | $6,400-39.8% |
| Admin fee / account holder | $238,281 | $9,323+2455.8% | $7,339+3146.6% | $11,426+1985.4% |