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 | $37,434 | $152,509-75.5% | $117,472-68.1% | $134,475-72.2% |
| Participation rate | 77.3% | 77.1%+0.2pp | 70.6%+6.7pp | 81.2%-3.9pp |
| Annual return | -9.71% | 52.99%-62.7pp | 29.74%-39.4pp | 417.96%-427.7pp |
| Employer contribution / active EE | $2,822 | $5,571-49.3% | $4,176-32.4% | $4,740-40.5% |
| Participant deferral / active EE | $6,377 | $4,818+32.4% | $4,070+56.7% | $6,400-0.3% |
| Admin fee / account holder | $347 | $7,004-95.0% | $5,645-93.8% | $11,426-97.0% |