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 | $50,446 | $133,958-62.3% | $112,228-55.1% | $134,475-62.5% |
| Participation rate | 92.3% | 78.6%+13.8pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -13.89% | 47.11%-61.0pp | 27.45%-41.3pp | 417.96%-431.9pp |
| Employer contribution / active EE | $2,038 | $4,038-49.5% | $3,635-43.9% | $4,740-57.0% |
| Participant deferral / active EE | $2,925 | $5,291-44.7% | $4,728-38.1% | $6,400-54.3% |
| Admin fee / account holder | $4,682 | $7,489-37.5% | $6,410-27.0% | $11,426-59.0% |