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 | $26,401 | $152,509-82.7% | $117,472-77.5% | $134,475-80.4% |
| Participation rate | 87.5% | 77.1%+10.4pp | 70.6%+16.9pp | 81.2%+6.3pp |
| Annual return | -17.16% | 52.99%-70.1pp | 29.74%-46.9pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,099 | $5,571-62.3% | $4,176-49.7% | $4,740-55.7% |
| Participant deferral / active EE | $3,668 | $4,818-23.9% | $4,070-9.9% | $6,400-42.7% |
| Admin fee / account holder | $3,663 | $7,004-47.7% | $5,645-35.1% | $11,426-67.9% |