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 | $39,052 | $95,971-59.3% | $74,550-47.6% | $135,375-71.2% |
| Participation rate | 81.8% | 75.7%+6.2pp | 69.1%+12.7pp | 82.6%-0.8pp |
| Annual return | -6.95% | 56.96%-63.9pp | 32.53%-39.5pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,032 | $2,716-62.0% | $1,961-47.4% | $4,779-78.4% |
| Participant deferral / active EE | $2,915 | $3,843-24.2% | $3,108-6.2% | $5,609-48.0% |
| Admin fee / account holder | $3,170 | $6,522-51.4% | $5,060-37.3% | $10,827-70.7% |