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 | $58,387 | $152,509-61.7% | $117,472-50.3% | $134,475-56.6% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | -13.35% | 52.99%-66.3pp | 29.74%-43.1pp | 417.96%-431.3pp |
| Employer contribution / active EE | $919 | $5,571-83.5% | $4,176-78.0% | $4,740-80.6% |
| Participant deferral / active EE | $1,576 | $4,818-67.3% | $4,070-61.3% | $6,400-75.4% |
| Admin fee / account holder | $832 | $7,004-88.1% | $5,645-85.3% | $11,426-92.7% |