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 | $71,322 | $152,509-53.2% | $117,472-39.3% | $134,475-47.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.23% | 52.99%-73.2pp | 29.74%-50.0pp | 417.96%-438.2pp |
| Employer contribution / active EE | $3,625 | $5,571-34.9% | $4,176-13.2% | $4,740-23.5% |
| Participant deferral / active EE | $10,941 | $4,818+127.1% | $4,070+168.8% | $6,400+71.0% |
| Admin fee / account holder | $3,088 | $7,004-55.9% | $5,645-45.3% | $11,426-73.0% |