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 | $51,930 | $95,862-45.8% | $79,550-34.7% | $134,475-61.4% |
| Participation rate | 77.3% | 75.0%+2.2pp | 69.5%+7.8pp | 81.2%-3.9pp |
| Annual return | -19.90% | -2.69%-17.2pp | 0.16%-20.1pp | 417.96%-437.9pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,590 | $4,693-23.5% | $3,985-9.9% | $6,400-43.9% |
| Admin fee / account holder | $1,954 | $9,126-78.6% | $6,832-71.4% | $11,426-82.9% |