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 | $11,319 | $67,331-83.2% | $60,874-81.4% | $134,475-91.6% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.1%+21.0pp | 81.2%+12.9pp |
| Annual return | -6.35% | 49.93%-56.3pp | 16.90%-23.2pp | 417.96%-424.3pp |
| Employer contribution / active EE | $1,533 | $3,096-50.5% | $2,701-43.2% | $4,740-67.7% |
| Participant deferral / active EE | $2,513 | $4,538-44.6% | $3,817-34.2% | $6,400-60.7% |
| Admin fee / account holder | $1,234 | $4,582-73.1% | $3,224-61.7% | $11,426-89.2% |