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 | $27,609 | $90,600-69.5% | $79,464-65.3% | $135,375-79.6% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 82.6%-11.2pp |
| Annual return | -7.14% | 977.43%-984.6pp | 718.14%-725.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $729 | $3,068-76.2% | $2,800-74.0% | $4,779-84.7% |
| Participant deferral / active EE | $906 | $4,050-77.6% | $3,704-75.5% | $5,609-83.8% |
| Admin fee / account holder | $1,457 | $5,907-75.3% | $5,113-71.5% | $10,827-86.5% |