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 | $33,773 | $95,971-64.8% | $74,550-54.7% | $135,375-75.1% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -7.14% | 56.96%-64.1pp | 32.53%-39.7pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,641 | $2,716-39.6% | $1,961-16.3% | $4,779-65.7% |
| Participant deferral / active EE | $2,862 | $3,843-25.5% | $3,108-7.9% | $5,609-49.0% |
| Admin fee / account holder | $4,572 | $6,522-29.9% | $5,060-9.6% | $10,827-57.8% |