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 | $25,959 | $67,331-61.4% | $60,874-57.4% | $134,475-80.7% |
| Participation rate | 86.4% | 76.2%+10.2pp | 73.1%+13.3pp | 81.2%+5.1pp |
| Annual return | -17.29% | 49.93%-67.2pp | 16.90%-34.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,706 | $3,096-44.9% | $2,701-36.9% | $4,740-64.0% |
| Participant deferral / active EE | $5,938 | $4,538+30.8% | $3,817+55.6% | $6,400-7.2% |
| Admin fee / account holder | $3,152 | $4,582-31.2% | $3,224-2.2% | $11,426-72.4% |