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 | $30,199 | $107,791-72.0% | $90,645-66.7% | $135,375-77.7% |
| Participation rate | 71.4% | 78.0%-6.6pp | 74.0%-2.6pp | 82.6%-11.2pp |
| Annual return | -6.72% | -0.90%-5.8pp | 1.88%-8.6pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,466 | $3,018-51.4% | $2,532-42.1% | $4,779-69.3% |
| Participant deferral / active EE | $729 | $3,872-81.2% | $3,425-78.7% | $5,609-87.0% |
| Admin fee / account holder | $3,769 | $5,930-36.4% | $4,994-24.5% | $10,827-65.2% |