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 | $19,273 | $133,958-85.6% | $112,228-82.8% | $134,475-85.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -6.12% | 47.11%-53.2pp | 27.45%-33.6pp | 417.96%-424.1pp |
| Employer contribution / active EE | $1,041 | $4,038-74.2% | $3,635-71.4% | $4,740-78.0% |
| Participant deferral / active EE | $4,900 | $5,291-7.4% | $4,728+3.6% | $6,400-23.4% |
| Admin fee / account holder | $6,516 | $7,489-13.0% | $6,410+1.7% | $11,426-43.0% |