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 | $24,405 | $95,971-74.6% | $74,550-67.3% | $135,375-82.0% |
| Participation rate | 71.4% | 75.7%-4.2pp | 69.1%+2.3pp | 82.6%-11.2pp |
| Annual return | -7.12% | 56.96%-64.1pp | 32.53%-39.6pp | 519.73%-526.8pp |
| Employer contribution / active EE | $904 | $2,716-66.7% | $1,961-53.9% | $4,779-81.1% |
| Participant deferral / active EE | $1,674 | $3,843-56.5% | $3,108-46.1% | $5,609-70.2% |
| Admin fee / account holder | $331 | $6,522-94.9% | $5,060-93.5% | $10,827-96.9% |