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 | $53,290 | $69,010-22.8% | $159,960-66.7% | $68,494-22.2% |
| Participation rate | 76.6% | 65.4%+11.2pp | 78.0%-1.4pp | 67.9%+8.7pp |
| Annual return | -13.96% | -9.65%-4.3pp | 408.60%-422.6pp | -7.84%-6.1pp |
| Employer contribution / active EE | $900 | $2,213-59.4% | $4,226-78.7% | $2,596-65.4% |
| Participant deferral / active EE | $3,264 | $4,212-22.5% | $6,182-47.2% | $4,027-19.0% |
| Admin fee / account holder | $1,297 | $4,798-73.0% | $8,698-85.1% | $5,403-76.0% |