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 | $50,331 | $92,703-45.7% | $82,719-39.2% | $134,475-62.6% |
| Participation rate | 76.9% | 75.2%+1.7pp | 72.6%+4.4pp | 81.2%-4.3pp |
| Annual return | -16.35% | 944.92%-961.3pp | 701.18%-717.5pp | 417.96%-434.3pp |
| Employer contribution / active EE | $881 | $3,274-73.1% | $3,009-70.7% | $4,740-81.4% |
| Participant deferral / active EE | $3,355 | $4,802-30.1% | $4,395-23.7% | $6,400-47.6% |
| Admin fee / account holder | $5,667 | $5,983-5.3% | $5,329+6.3% | $11,426-50.4% |