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 | $17,918 | $67,331-73.4% | $60,874-70.6% | $134,475-86.7% |
| Participation rate | 86.4% | 76.2%+10.2pp | 73.1%+13.3pp | 81.2%+5.1pp |
| Annual return | -13.23% | 49.93%-63.2pp | 16.90%-30.1pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,684 | $3,096-45.6% | $2,701-37.6% | $4,740-64.5% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,937 | $4,582-57.7% | $3,224-39.9% | $11,426-83.0% |