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 | $33,081 | $67,331-50.9% | $60,874-45.7% | $134,475-75.4% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.1%+21.9pp | 81.2%+13.8pp |
| Annual return | -18.53% | 49.93%-68.5pp | 16.90%-35.4pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,754 | $3,096-11.1% | $2,701+2.0% | $4,740-41.9% |
| Participant deferral / active EE | $6,016 | $4,538+32.6% | $3,817+57.6% | $6,400-6.0% |
| Admin fee / account holder | $967 | $4,582-78.9% | $3,224-70.0% | $11,426-91.5% |