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 | $24,702 | $152,509-83.8% | $117,472-79.0% | $134,475-81.6% |
| Participation rate | 87.5% | 77.1%+10.4pp | 70.6%+16.9pp | 81.2%+6.3pp |
| Annual return | -9.95% | 52.99%-62.9pp | 29.74%-39.7pp | 417.96%-427.9pp |
| Employer contribution / active EE | $1,308 | $5,571-76.5% | $4,176-68.7% | $4,740-72.4% |
| Participant deferral / active EE | $3,030 | $4,818-37.1% | $4,070-25.6% | $6,400-52.7% |
| Admin fee / account holder | $4,279 | $7,004-38.9% | $5,645-24.2% | $11,426-62.5% |