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 | $23,330 | $133,958-82.6% | $112,228-79.2% | $134,475-82.7% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -17.19% | 47.11%-64.3pp | 27.45%-44.6pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,698 | $4,038-57.9% | $3,635-53.3% | $4,740-64.2% |
| Participant deferral / active EE | $4,004 | $5,291-24.3% | $4,728-15.3% | $6,400-37.4% |
| Admin fee / account holder | $555 | $7,489-92.6% | $6,410-91.3% | $11,426-95.1% |