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 | $28,866 | $95,971-69.9% | $74,550-61.3% | $135,375-78.7% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -1.42% | 56.96%-58.4pp | 32.53%-34.0pp | 519.73%-521.2pp |
| Employer contribution / active EE | $1,118 | $2,716-58.8% | $1,961-43.0% | $4,779-76.6% |
| Participant deferral / active EE | $1,858 | $3,843-51.7% | $3,108-40.2% | $5,609-66.9% |
| Admin fee / account holder | $3,083 | $6,522-52.7% | $5,060-39.1% | $10,827-71.5% |