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 | $38,534 | $90,600-57.5% | $79,464-51.5% | $135,375-71.5% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -5.93% | 977.43%-983.4pp | 718.14%-724.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $360 | $3,068-88.3% | $2,800-87.1% | $4,779-92.5% |
| Participant deferral / active EE | $1,634 | $4,050-59.6% | $3,704-55.9% | $5,609-70.9% |
| Admin fee / account holder | $321 | $5,907-94.6% | $5,113-93.7% | $10,827-97.0% |