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 | $17,771 | $95,971-81.5% | $74,550-76.2% | $135,375-86.9% |
| Participation rate | 81.8% | 75.7%+6.2pp | 69.1%+12.7pp | 82.6%-0.8pp |
| Annual return | -5.28% | 56.96%-62.2pp | 32.53%-37.8pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,423 | $2,716-47.6% | $1,961-27.4% | $4,779-70.2% |
| Participant deferral / active EE | $1,971 | $3,843-48.7% | $3,108-36.6% | $5,609-64.9% |
| Admin fee / account holder | $880 | $6,522-86.5% | $5,060-82.6% | $10,827-91.9% |