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 6-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 | $25,746 | $67,331-61.8% | $60,874-57.7% | $134,475-80.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.91% | 49.93%-68.8pp | 16.90%-35.8pp | 417.96%-436.9pp |
| Employer contribution / active EE | $3,378 | $3,096+9.1% | $2,701+25.0% | $4,740-28.7% |
| Participant deferral / active EE | $5,083 | $4,538+12.0% | $3,817+33.2% | $6,400-20.6% |
| Admin fee / account holder | $338 | $4,582-92.6% | $3,224-89.5% | $11,426-97.0% |