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 | $37,772 | $92,703-59.3% | $82,719-54.3% | $134,475-71.9% |
| Participation rate | 78.9% | 75.2%+3.8pp | 72.6%+6.4pp | 81.2%-2.3pp |
| Annual return | -17.35% | 944.92%-962.3pp | 701.18%-718.5pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,103 | $3,274-35.8% | $3,009-30.1% | $4,740-55.6% |
| Participant deferral / active EE | $4,204 | $4,802-12.5% | $4,395-4.4% | $6,400-34.3% |
| Admin fee / account holder | $3,370 | $5,983-43.7% | $5,329-36.8% | $11,426-70.5% |