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 | $37,299 | $92,703-59.8% | $82,719-54.9% | $134,475-72.3% |
| Participation rate | 76.9% | 75.2%+1.7pp | 72.6%+4.4pp | 81.2%-4.3pp |
| Annual return | -18.69% | 944.92%-963.6pp | 701.18%-719.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,492 | $3,274-54.4% | $3,009-50.4% | $4,740-68.5% |
| Participant deferral / active EE | $1,877 | $4,802-60.9% | $4,395-57.3% | $6,400-70.7% |
| Admin fee / account holder | $2,453 | $5,983-59.0% | $5,329-54.0% | $11,426-78.5% |