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 | $64,859 | $90,600-28.4% | $79,464-18.4% | $135,375-52.1% |
| Participation rate | 92.9% | 76.0%+16.8pp | 73.3%+19.5pp | 82.6%+10.2pp |
| Annual return | -5.40% | 977.43%-982.8pp | 718.14%-723.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $782 | $3,068-74.5% | $2,800-72.1% | $4,779-83.6% |
| Participant deferral / active EE | $2,391 | $4,050-41.0% | $3,704-35.4% | $5,609-57.4% |
| Admin fee / account holder | $11,125 | $5,907+88.3% | $5,113+117.6% | $10,827+2.8% |