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 | $42,421 | $99,640-57.4% | $86,436-50.9% | $134,475-68.5% |
| Participation rate | 78.3% | 82.0%-3.8pp | 80.3%-2.1pp | 81.2%-3.0pp |
| Annual return | -16.05% | 6782.58%-6798.6pp | 4394.89%-4410.9pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,548 | $4,400-64.8% | $3,769-58.9% | $4,740-67.3% |
| Participant deferral / active EE | $2,758 | $7,246-61.9% | $6,952-60.3% | $6,400-56.9% |
| Admin fee / account holder | $9,998 | $8,371+19.4% | $6,731+48.5% | $11,426-12.5% |