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 | $19,933 | $133,958-85.1% | $112,228-82.2% | $134,475-85.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.24% | 47.11%-61.4pp | 27.45%-41.7pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,130 | $4,038-72.0% | $3,635-68.9% | $4,740-76.2% |
| Participant deferral / active EE | $2,559 | $5,291-51.6% | $4,728-45.9% | $6,400-60.0% |
| Admin fee / account holder | $9,991 | $7,489+33.4% | $6,410+55.9% | $11,426-12.6% |