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 | $55,290 | $97,757-43.4% | $83,848-34.1% | $135,375-59.2% |
| Participation rate | 81.8% | 80.0%+1.9pp | 76.1%+5.7pp | 82.6%-0.8pp |
| Annual return | -2.75% | 1287.37%-1290.1pp | 850.88%-853.6pp | 519.73%-522.5pp |
| Employer contribution / active EE | $1,180 | $4,222-72.1% | $3,631-67.5% | $4,779-75.3% |
| Participant deferral / active EE | $2,049 | $4,682-56.2% | $4,082-49.8% | $5,609-63.5% |
| Admin fee / account holder | $5,880 | $6,674-11.9% | $5,478+7.3% | $10,827-45.7% |