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 | $17,124 | $133,958-87.2% | $112,228-84.7% | $134,475-87.3% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -15.88% | 47.11%-63.0pp | 27.45%-43.3pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,778 | $4,038-56.0% | $3,635-51.1% | $4,740-62.5% |
| Participant deferral / active EE | $4,960 | $5,291-6.2% | $4,728+4.9% | $6,400-22.5% |
| Admin fee / account holder | $8,615 | $7,489+15.0% | $6,410+34.4% | $11,426-24.6% |