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 | $20,492 | $133,958-84.7% | $112,228-81.7% | $134,475-84.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.23% | 47.11%-66.3pp | 27.45%-46.7pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,212 | $4,038-70.0% | $3,635-66.7% | $4,740-74.4% |
| Participant deferral / active EE | $7,161 | $5,291+35.3% | $4,728+51.4% | $6,400+11.9% |
| Admin fee / account holder | $1,378 | $7,489-81.6% | $6,410-78.5% | $11,426-87.9% |