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 | $46,746 | $88,594-47.2% | $70,092-33.3% | $134,475-65.2% |
| Participation rate | 94.4% | 74.9%+19.5pp | 70.5%+24.0pp | 81.2%+13.2pp |
| Annual return | -15.57% | 442.67%-458.2pp | 190.73%-206.3pp | 417.96%-433.5pp |
| Employer contribution / active EE | $713 | $3,233-77.9% | $2,559-72.1% | $4,740-85.0% |
| Participant deferral / active EE | $3,256 | $4,772-31.8% | $3,849-15.4% | $6,400-49.1% |
| Admin fee / account holder | $3,029 | $10,441-71.0% | $6,267-51.7% | $11,426-73.5% |