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 | $24,817 | $67,331-63.1% | $60,874-59.2% | $134,475-81.5% |
| Participation rate | 73.9% | 76.2%-2.3pp | 73.1%+0.8pp | 81.2%-7.3pp |
| Annual return | -6.98% | 49.93%-56.9pp | 16.90%-23.9pp | 417.96%-424.9pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,946 | $4,538-35.1% | $3,817-22.8% | $6,400-54.0% |
| Admin fee / account holder | $10,737 | $4,582+134.3% | $3,224+233.0% | $11,426-6.0% |