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 | $18,704 | $67,331-72.2% | $60,874-69.3% | $134,475-86.1% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.1%+17.8pp | 81.2%+9.7pp |
| Annual return | -15.95% | 49.93%-65.9pp | 16.90%-32.8pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,788 | $3,096-10.0% | $2,701+3.2% | $4,740-41.2% |
| Participant deferral / active EE | $4,653 | $4,538+2.5% | $3,817+21.9% | $6,400-27.3% |
| Admin fee / account holder | $9,895 | $4,582+116.0% | $3,224+206.9% | $11,426-13.4% |