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 | $13,661 | $152,509-91.0% | $117,472-88.4% | $134,475-89.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.98% | 52.99%-68.0pp | 29.74%-44.7pp | 417.96%-432.9pp |
| Employer contribution / active EE | $890 | $5,571-84.0% | $4,176-78.7% | $4,740-81.2% |
| Participant deferral / active EE | $1,782 | $4,818-63.0% | $4,070-56.2% | $6,400-72.2% |
| Admin fee / account holder | $2,755 | $7,004-60.7% | $5,645-51.2% | $11,426-75.9% |