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 | $27,177 | $152,509-82.2% | $117,472-76.9% | $134,475-79.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.38% | 52.99%-69.4pp | 29.74%-46.1pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,233 | $5,571-77.9% | $4,176-70.5% | $4,740-74.0% |
| Participant deferral / active EE | $1,406 | $4,818-70.8% | $4,070-65.5% | $6,400-78.0% |
| Admin fee / account holder | $1,302 | $7,004-81.4% | $5,645-76.9% | $11,426-88.6% |