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 | $36,701 | $90,600-59.5% | $79,464-53.8% | $135,375-72.9% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -3.13% | 977.43%-980.6pp | 718.14%-721.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $325 | $3,068-89.4% | $2,800-88.4% | $4,779-93.2% |
| Participant deferral / active EE | $1,388 | $4,050-65.7% | $3,704-62.5% | $5,609-75.3% |
| Admin fee / account holder | $18,033 | $5,907+205.3% | $5,113+252.7% | $10,827+66.6% |