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 | $35,740 | $92,703-61.4% | $82,719-56.8% | $134,475-73.4% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -16.15% | 944.92%-961.1pp | 701.18%-717.3pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,836 | $3,274-43.9% | $3,009-39.0% | $4,740-61.3% |
| Participant deferral / active EE | $8,242 | $4,802+71.6% | $4,395+87.5% | $6,400+28.8% |
| Admin fee / account holder | $16,900 | $5,983+182.5% | $5,329+217.1% | $11,426+47.9% |