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 | $14,666 | $67,331-78.2% | $60,874-75.9% | $134,475-89.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -14.64% | 49.93%-64.6pp | 16.90%-31.5pp | 417.96%-432.6pp |
| Employer contribution / active EE | $612 | $3,096-80.2% | $2,701-77.3% | $4,740-87.1% |
| Participant deferral / active EE | $2,438 | $4,538-46.3% | $3,817-36.1% | $6,400-61.9% |
| Admin fee / account holder | $1,836 | $4,582-59.9% | $3,224-43.0% | $11,426-83.9% |