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 | $42,910 | $76,000-43.5% | $154,107-72.2% | $64,186-33.1% |
| Participation rate | 71.7% | 70.4%+1.3pp | 83.0%-11.4pp | 69.6%+2.1pp |
| Annual return | -4.82% | 30.32%-35.1pp | 735.12%-739.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,480 | $3,175-21.9% | $5,081-51.2% | $3,470-28.5% |
| Admin fee / account holder | $2,292 | $5,596-59.0% | $13,411-82.9% | $4,888-53.1% |