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 | $15,006 | $152,509-90.2% | $117,472-87.2% | $134,475-88.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.97% | 52.99%-71.0pp | 29.74%-47.7pp | 417.96%-435.9pp |
| Employer contribution / active EE | $522 | $5,571-90.6% | $4,176-87.5% | $4,740-89.0% |
| Participant deferral / active EE | $1,457 | $4,818-69.7% | $4,070-64.2% | $6,400-77.2% |
| Admin fee / account holder | $3,286 | $7,004-53.1% | $5,645-41.8% | $11,426-71.2% |