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 6-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 | $19,615 | $133,958-85.4% | $112,228-82.5% | $134,475-85.4% |
| Participation rate | 95.7% | 78.6%+17.1pp | 75.1%+20.6pp | 81.2%+14.4pp |
| Annual return | -18.44% | 47.11%-65.6pp | 27.45%-45.9pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,679 | $4,038-33.7% | $3,635-26.3% | $4,740-43.5% |
| Participant deferral / active EE | $5,002 | $5,291-5.5% | $4,728+5.8% | $6,400-21.8% |
| Admin fee / account holder | $2,898 | $7,489-61.3% | $6,410-54.8% | $11,426-74.6% |