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 | $69,634 | $95,971-27.4% | $74,550-6.6% | $135,375-48.6% |
| Participation rate | 81.8% | 75.7%+6.2pp | 69.1%+12.7pp | 82.6%-0.8pp |
| Annual return | -6.27% | 56.96%-63.2pp | 32.53%-38.8pp | 519.73%-526.0pp |
| Employer contribution / active EE | $570 | $2,716-79.0% | $1,961-70.9% | $4,779-88.1% |
| Participant deferral / active EE | $1,843 | $3,843-52.0% | $3,108-40.7% | $5,609-67.1% |
| Admin fee / account holder | $4,197 | $6,522-35.6% | $5,060-17.1% | $10,827-61.2% |