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 | $25,016 | $95,971-73.9% | $74,550-66.4% | $135,375-81.5% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -4.37% | 56.96%-61.3pp | 32.53%-36.9pp | 519.73%-524.1pp |
| Employer contribution / active EE | $1,131 | $2,716-58.4% | $1,961-42.3% | $4,779-76.3% |
| Participant deferral / active EE | $1,457 | $3,843-62.1% | $3,108-53.1% | $5,609-74.0% |
| Admin fee / account holder | $8,329 | $6,522+27.7% | $5,060+64.6% | $10,827-23.1% |