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 | $64,743 | $95,971-32.5% | $74,550-13.2% | $135,375-52.2% |
| Participation rate | 70.0% | 75.7%-5.7pp | 69.1%+0.9pp | 82.6%-12.6pp |
| Annual return | -4.97% | 56.96%-61.9pp | 32.53%-37.5pp | 519.73%-524.7pp |
| Employer contribution / active EE | $733 | $2,716-73.0% | $1,961-62.6% | $4,779-84.7% |
| Participant deferral / active EE | $1,659 | $3,843-56.8% | $3,108-46.6% | $5,609-70.4% |
| Admin fee / account holder | $5,990 | $6,522-8.2% | $5,060+18.4% | $10,827-44.7% |