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 | $50,935 | $95,971-46.9% | $74,550-31.7% | $135,375-62.4% |
| Participation rate | 72.7% | 75.7%-2.9pp | 69.1%+3.6pp | 82.6%-9.9pp |
| Annual return | -4.04% | 56.96%-61.0pp | 32.53%-36.6pp | 519.73%-523.8pp |
| Employer contribution / active EE | $372 | $2,716-86.3% | $1,961-81.0% | $4,779-92.2% |
| Participant deferral / active EE | $1,961 | $3,843-49.0% | $3,108-36.9% | $5,609-65.0% |
| Admin fee / account holder | $2,232 | $6,522-65.8% | $5,060-55.9% | $10,827-79.4% |