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 | $49,181 | $133,958-63.3% | $112,228-56.2% | $134,475-63.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.31% | 47.11%-59.4pp | 27.45%-39.8pp | 417.96%-430.3pp |
| Employer contribution / active EE | $2,403 | $4,038-40.5% | $3,635-33.9% | $4,740-49.3% |
| Participant deferral / active EE | $3,636 | $5,291-31.3% | $4,728-23.1% | $6,400-43.2% |
| Admin fee / account holder | $4,917 | $7,489-34.3% | $6,410-23.3% | $11,426-57.0% |