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 | $21,706 | $95,971-77.4% | $74,550-70.9% | $135,375-84.0% |
| Participation rate | 81.8% | 75.7%+6.2pp | 69.1%+12.7pp | 82.6%-0.8pp |
| Annual return | -5.11% | 56.96%-62.1pp | 32.53%-37.6pp | 519.73%-524.8pp |
| Employer contribution / active EE | $657 | $2,716-75.8% | $1,961-66.5% | $4,779-86.3% |
| Participant deferral / active EE | $1,829 | $3,843-52.4% | $3,108-41.2% | $5,609-67.4% |
| Admin fee / account holder | $19,337 | $6,522+196.5% | $5,060+282.2% | $10,827+78.6% |