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 | $45,965 | $90,600-49.3% | $79,464-42.2% | $135,375-66.0% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -3.79% | 977.43%-981.2pp | 718.14%-721.9pp | 519.73%-523.5pp |
| Employer contribution / active EE | $701 | $3,068-77.1% | $2,800-75.0% | $4,779-85.3% |
| Participant deferral / active EE | $1,012 | $4,050-75.0% | $3,704-72.7% | $5,609-81.9% |
| Admin fee / account holder | $7,144 | $5,907+20.9% | $5,113+39.7% | $10,827-34.0% |