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 | $52,968 | $152,509-65.3% | $117,472-54.9% | $134,475-60.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -10.79% | 52.99%-63.8pp | 29.74%-40.5pp | 417.96%-428.8pp |
| Employer contribution / active EE | $951 | $5,571-82.9% | $4,176-77.2% | $4,740-79.9% |
| Participant deferral / active EE | $3,401 | $4,818-29.4% | $4,070-16.5% | $6,400-46.9% |
| Admin fee / account holder | $7,913 | $7,004+13.0% | $5,645+40.2% | $11,426-30.7% |