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 | $17,310 | $67,331-74.3% | $60,874-71.6% | $134,475-87.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.1%+1.9pp | 81.2%-6.2pp |
| Annual return | -17.96% | 49.93%-67.9pp | 16.90%-34.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,061 | $3,096-33.4% | $2,701-23.7% | $4,740-56.5% |
| Participant deferral / active EE | $6,962 | $4,538+53.4% | $3,817+82.4% | $6,400+8.8% |
| Admin fee / account holder | $14,525 | $4,582+217.0% | $3,224+350.5% | $11,426+27.1% |