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 | $38,274 | $92,703-58.7% | $82,719-53.7% | $134,475-71.5% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -17.46% | 944.92%-962.4pp | 701.18%-718.6pp | 417.96%-435.4pp |
| Employer contribution / active EE | $780 | $3,274-76.2% | $3,009-74.1% | $4,740-83.5% |
| Participant deferral / active EE | $2,135 | $4,802-55.5% | $4,395-51.4% | $6,400-66.6% |
| Admin fee / account holder | $755 | $5,983-87.4% | $5,329-85.8% | $11,426-93.4% |