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 5-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 | $18,912 | $133,958-85.9% | $112,228-83.1% | $134,475-85.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -1.04% | 47.11%-48.2pp | 27.45%-28.5pp | 417.96%-419.0pp |
| Employer contribution / active EE | $1,574 | $4,038-61.0% | $3,635-56.7% | $4,740-66.8% |
| Participant deferral / active EE | $6,445 | $5,291+21.8% | $4,728+36.3% | $6,400+0.7% |
| Admin fee / account holder | $6,506 | $7,489-13.1% | $6,410+1.5% | $11,426-43.1% |