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 | $28,303 | $106,543-73.4% | $91,220-69.0% | $134,475-79.0% |
| Participation rate | 73.7% | 76.8%-3.1pp | 73.2%+0.5pp | 81.2%-7.5pp |
| Annual return | -16.61% | 160.60%-177.2pp | 114.01%-130.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $924 | $3,331-72.2% | $2,850-67.6% | $4,740-80.5% |
| Participant deferral / active EE | $1,109 | $4,719-76.5% | $4,234-73.8% | $6,400-82.7% |
| Admin fee / account holder | $1,862 | $6,231-70.1% | $5,420-65.6% | $11,426-83.7% |