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 | $15,352 | $67,331-77.2% | $60,874-74.8% | $134,475-88.6% |
| Participation rate | 91.7% | 76.2%+15.5pp | 73.1%+18.6pp | 81.2%+10.4pp |
| Annual return | -17.71% | 49.93%-67.6pp | 16.90%-34.6pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,487 | $3,096-19.7% | $2,701-7.9% | $4,740-47.5% |
| Participant deferral / active EE | $4,258 | $4,538-6.2% | $3,817+11.6% | $6,400-33.5% |
| Admin fee / account holder | $2,476 | $4,582-46.0% | $3,224-23.2% | $11,426-78.3% |