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 | $48,025 | $92,703-48.2% | $82,719-41.9% | $134,475-64.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -8.55% | 944.92%-953.5pp | 701.18%-709.7pp | 417.96%-426.5pp |
| Employer contribution / active EE | $573 | $3,274-82.5% | $3,009-81.0% | $4,740-87.9% |
| Participant deferral / active EE | $2,290 | $4,802-52.3% | $4,395-47.9% | $6,400-64.2% |
| Admin fee / account holder | $7,234 | $5,983+20.9% | $5,329+35.8% | $11,426-36.7% |