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 | $20,965 | $67,331-68.9% | $60,874-65.6% | $134,475-84.4% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.1%+15.8pp | 81.2%+7.7pp |
| Annual return | -15.92% | 49.93%-65.9pp | 16.90%-32.8pp | 417.96%-433.9pp |
| Employer contribution / active EE | $4,232 | $3,096+36.7% | $2,701+56.7% | $4,740-10.7% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,303 | $4,582-71.6% | $3,224-59.6% | $11,426-88.6% |