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 | $29,544 | $90,600-67.4% | $79,464-62.8% | $135,375-78.2% |
| Participation rate | 78.9% | 76.0%+2.9pp | 73.3%+5.6pp | 82.6%-3.7pp |
| Annual return | -7.60% | 977.43%-985.0pp | 718.14%-725.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $533 | $3,068-82.6% | $2,800-81.0% | $4,779-88.8% |
| Participant deferral / active EE | $1,996 | $4,050-50.7% | $3,704-46.1% | $5,609-64.4% |
| Admin fee / account holder | $465 | $5,907-92.1% | $5,113-90.9% | $10,827-95.7% |