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 | $14,391 | $152,509-90.6% | $117,472-87.7% | $134,475-89.3% |
| Participation rate | 88.9% | 77.1%+11.8pp | 70.6%+18.3pp | 81.2%+7.7pp |
| Annual return | -18.26% | 52.99%-71.2pp | 29.74%-48.0pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,064 | $5,571-80.9% | $4,176-74.5% | $4,740-77.6% |
| Participant deferral / active EE | $3,175 | $4,818-34.1% | $4,070-22.0% | $6,400-50.4% |
| Admin fee / account holder | $3,903 | $7,004-44.3% | $5,645-30.9% | $11,426-65.8% |