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 | $27,647 | $133,958-79.4% | $112,228-75.4% | $134,475-79.4% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -19.01% | 47.11%-66.1pp | 27.45%-46.5pp | 417.96%-437.0pp |
| Employer contribution / active EE | $13,403 | $4,038+231.9% | $3,635+268.8% | $4,740+182.8% |
| Participant deferral / active EE | $2,470 | $5,291-53.3% | $4,728-47.8% | $6,400-61.4% |
| Admin fee / account holder | $1,634 | $7,489-78.2% | $6,410-74.5% | $11,426-85.7% |