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 | $20,979 | $95,971-78.1% | $74,550-71.9% | $135,375-84.5% |
| Participation rate | 94.1% | 75.7%+18.5pp | 69.1%+25.0pp | 82.6%+11.5pp |
| Annual return | -7.10% | 56.96%-64.1pp | 32.53%-39.6pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,848 | $2,716-31.9% | $1,961-5.7% | $4,779-61.3% |
| Participant deferral / active EE | $4,372 | $3,843+13.7% | $3,108+40.7% | $5,609-22.1% |
| Admin fee / account holder | $6,756 | $6,522+3.6% | $5,060+33.5% | $10,827-37.6% |