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 | $17,848 | $106,543-83.2% | $91,220-80.4% | $134,475-86.7% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -12.95% | 160.60%-173.6pp | 114.01%-127.0pp | 417.96%-430.9pp |
| Employer contribution / active EE | $2,153 | $3,331-35.4% | $2,850-24.5% | $4,740-54.6% |
| Participant deferral / active EE | $5,098 | $4,719+8.0% | $4,234+20.4% | $6,400-20.3% |
| Admin fee / account holder | $639 | $6,231-89.7% | $5,420-88.2% | $11,426-94.4% |