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 | $34,222 | $95,971-64.3% | $74,550-54.1% | $135,375-74.7% |
| Participation rate | 82.4% | 75.7%+6.7pp | 69.1%+13.2pp | 82.6%-0.3pp |
| Annual return | -8.09% | 56.96%-65.1pp | 32.53%-40.6pp | 519.73%-527.8pp |
| Employer contribution / active EE | $888 | $2,716-67.3% | $1,961-54.7% | $4,779-81.4% |
| Participant deferral / active EE | $2,501 | $3,843-34.9% | $3,108-19.5% | $5,609-55.4% |
| Admin fee / account holder | $2,743 | $6,522-57.9% | $5,060-45.8% | $10,827-74.7% |