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 | $38,362 | $95,971-60.0% | $74,550-48.5% | $135,375-71.7% |
| Participation rate | 78.3% | 75.7%+2.6pp | 69.1%+9.1pp | 82.6%-4.4pp |
| Annual return | -8.33% | 56.96%-65.3pp | 32.53%-40.9pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,499 | $2,716-44.8% | $1,961-23.6% | $4,779-68.6% |
| Participant deferral / active EE | $1,608 | $3,843-58.2% | $3,108-48.3% | $5,609-71.3% |
| Admin fee / account holder | $7,438 | $6,522+14.1% | $5,060+47.0% | $10,827-31.3% |