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 | $17,862 | $67,331-73.5% | $60,874-70.7% | $134,475-86.7% |
| Participation rate | 78.9% | 76.2%+2.8pp | 73.1%+5.8pp | 81.2%-2.3pp |
| Annual return | -20.28% | 49.93%-70.2pp | 16.90%-37.2pp | 417.96%-438.2pp |
| Employer contribution / active EE | $893 | $3,096-71.2% | $2,701-66.9% | $4,740-81.2% |
| Participant deferral / active EE | $1,555 | $4,538-65.7% | $3,817-59.2% | $6,400-75.7% |
| Admin fee / account holder | $467 | $4,582-89.8% | $3,224-85.5% | $11,426-95.9% |