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 | $47,237 | $133,958-64.7% | $112,228-57.9% | $134,475-64.9% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -14.77% | 47.11%-61.9pp | 27.45%-42.2pp | 417.96%-432.7pp |
| Employer contribution / active EE | $5,909 | $4,038+46.3% | $3,635+62.6% | $4,740+24.7% |
| Participant deferral / active EE | $2,825 | $5,291-46.6% | $4,728-40.3% | $6,400-55.9% |
| Admin fee / account holder | $1,604 | $7,489-78.6% | $6,410-75.0% | $11,426-86.0% |