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 | $42,188 | $67,331-37.3% | $60,874-30.7% | $134,475-68.6% |
| Participation rate | 70.6% | 76.2%-5.6pp | 73.1%-2.5pp | 81.2%-10.6pp |
| Annual return | -18.39% | 49.93%-68.3pp | 16.90%-35.3pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,177 | $3,096-62.0% | $2,701-56.4% | $4,740-75.2% |
| Participant deferral / active EE | $3,224 | $4,538-29.0% | $3,817-15.5% | $6,400-49.6% |
| Admin fee / account holder | $10,544 | $4,582+130.1% | $3,224+227.0% | $11,426-7.7% |