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 | $66,783 | $152,509-56.2% | $117,472-43.1% | $134,475-50.3% |
| Participation rate | 87.5% | 77.1%+10.4pp | 70.6%+16.9pp | 81.2%+6.3pp |
| Annual return | -14.13% | 52.99%-67.1pp | 29.74%-43.9pp | 417.96%-432.1pp |
| Employer contribution / active EE | $2,442 | $5,571-56.2% | $4,176-41.5% | $4,740-48.5% |
| Participant deferral / active EE | $4,134 | $4,818-14.2% | $4,070+1.6% | $6,400-35.4% |
| Admin fee / account holder | $23,907 | $7,004+241.3% | $5,645+323.5% | $11,426+109.2% |