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 | $38,383 | $67,331-43.0% | $60,874-36.9% | $134,475-71.5% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.1%+10.2pp | 81.2%+2.1pp |
| Annual return | -17.87% | 49.93%-67.8pp | 16.90%-34.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,542 | $3,096-17.9% | $2,701-5.9% | $4,740-46.4% |
| Participant deferral / active EE | $5,370 | $4,538+18.3% | $3,817+40.7% | $6,400-16.1% |
| Admin fee / account holder | $417 | $4,582-90.9% | $3,224-87.1% | $11,426-96.4% |