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 | $16,916 | $67,331-74.9% | $60,874-72.2% | $134,475-87.4% |
| Participation rate | 93.8% | 76.2%+17.6pp | 73.1%+20.6pp | 81.2%+12.5pp |
| Annual return | -12.47% | 49.93%-62.4pp | 16.90%-29.4pp | 417.96%-430.4pp |
| Employer contribution / active EE | $2,343 | $3,096-24.3% | $2,701-13.3% | $4,740-50.6% |
| Participant deferral / active EE | $3,903 | $4,538-14.0% | $3,817+2.3% | $6,400-39.0% |
| Admin fee / account holder | $467 | $4,582-89.8% | $3,224-85.5% | $11,426-95.9% |