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 | $31,802 | $95,971-66.9% | $74,550-57.3% | $135,375-76.5% |
| Participation rate | 95.8% | 75.7%+20.2pp | 69.1%+26.7pp | 82.6%+13.2pp |
| Annual return | -6.30% | 56.96%-63.3pp | 32.53%-38.8pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,275 | $2,716-53.1% | $1,961-35.0% | $4,779-73.3% |
| Participant deferral / active EE | $1,117 | $3,843-70.9% | $3,108-64.1% | $5,609-80.1% |
| Admin fee / account holder | $342 | $6,522-94.8% | $5,060-93.2% | $10,827-96.8% |