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 | $15,915 | $152,509-89.6% | $117,472-86.5% | $134,475-88.2% |
| Participation rate | 81.0% | 77.1%+3.9pp | 70.6%+10.4pp | 81.2%-0.3pp |
| Annual return | -6.55% | 52.99%-59.5pp | 29.74%-36.3pp | 417.96%-424.5pp |
| Employer contribution / active EE | $1,828 | $5,571-67.2% | $4,176-56.2% | $4,740-61.4% |
| Participant deferral / active EE | $1,385 | $4,818-71.2% | $4,070-66.0% | $6,400-78.4% |
| Admin fee / account holder | $9,161 | $7,004+30.8% | $5,645+62.3% | $11,426-19.8% |