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 | $34,832 | $95,971-63.7% | $74,550-53.3% | $135,375-74.3% |
| Participation rate | 70.8% | 75.7%-4.8pp | 69.1%+1.7pp | 82.6%-11.8pp |
| Annual return | -4.67% | 56.96%-61.6pp | 32.53%-37.2pp | 519.73%-524.4pp |
| Employer contribution / active EE | $726 | $2,716-73.3% | $1,961-63.0% | $4,779-84.8% |
| Participant deferral / active EE | $2,156 | $3,843-43.9% | $3,108-30.6% | $5,609-61.6% |
| Admin fee / account holder | $832 | $6,522-87.2% | $5,060-83.6% | $10,827-92.3% |