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 | $37,761 | $92,703-59.3% | $82,719-54.4% | $134,475-71.9% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | -18.87% | 944.92%-963.8pp | 701.18%-720.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,994 | $3,274-39.1% | $3,009-33.7% | $4,740-57.9% |
| Participant deferral / active EE | $6,645 | $4,802+38.4% | $4,395+51.2% | $6,400+3.8% |
| Admin fee / account holder | $1,311 | $5,983-78.1% | $5,329-75.4% | $11,426-88.5% |