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 | $29,101 | $92,703-68.6% | $82,719-64.8% | $134,475-78.4% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -13.42% | 944.92%-958.3pp | 701.18%-714.6pp | 417.96%-431.4pp |
| Employer contribution / active EE | $555 | $3,274-83.1% | $3,009-81.6% | $4,740-88.3% |
| Participant deferral / active EE | $1,895 | $4,802-60.5% | $4,395-56.9% | $6,400-70.4% |
| Admin fee / account holder | $858 | $5,983-85.7% | $5,329-83.9% | $11,426-92.5% |