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 | $69,995 | $90,600-22.7% | $79,464-11.9% | $135,375-48.3% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -5.68% | 977.43%-983.1pp | 718.14%-723.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $715 | $3,068-76.7% | $2,800-74.5% | $4,779-85.0% |
| Participant deferral / active EE | $2,340 | $4,050-42.2% | $3,704-36.8% | $5,609-58.3% |
| Admin fee / account holder | $5,171 | $5,907-12.5% | $5,113+1.1% | $10,827-52.2% |