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 | $33,919 | $90,600-62.6% | $79,464-57.3% | $135,375-74.9% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -5.33% | 977.43%-982.8pp | 718.14%-723.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $730 | $3,068-76.2% | $2,800-74.0% | $4,779-84.7% |
| Participant deferral / active EE | $1,943 | $4,050-52.0% | $3,704-47.5% | $5,609-65.4% |
| Admin fee / account holder | $3,872 | $5,907-34.5% | $5,113-24.3% | $10,827-64.2% |