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 | $29,328 | $95,971-69.4% | $74,550-60.7% | $135,375-78.3% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -7.75% | 56.96%-64.7pp | 32.53%-40.3pp | 519.73%-527.5pp |
| Employer contribution / active EE | $571 | $2,716-79.0% | $1,961-70.9% | $4,779-88.0% |
| Participant deferral / active EE | $3,704 | $3,843-3.6% | $3,108+19.2% | $5,609-34.0% |
| Admin fee / account holder | $5,911 | $6,522-9.4% | $5,060+16.8% | $10,827-45.4% |