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 | $21,500 | $152,509-85.9% | $117,472-81.7% | $134,475-84.0% |
| Participation rate | 84.2% | 77.1%+7.1pp | 70.6%+13.6pp | 81.2%+3.0pp |
| Annual return | -13.60% | 52.99%-66.6pp | 29.74%-43.3pp | 417.96%-431.6pp |
| Employer contribution / active EE | $2,655 | $5,571-52.3% | $4,176-36.4% | $4,740-44.0% |
| Participant deferral / active EE | $6,192 | $4,818+28.5% | $4,070+52.1% | $6,400-3.2% |
| Admin fee / account holder | $2,346 | $7,004-66.5% | $5,645-58.4% | $11,426-79.5% |