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 | $26,967 | $90,600-70.2% | $79,464-66.1% | $135,375-80.1% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -5.94% | 977.43%-983.4pp | 718.14%-724.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $501 | $3,068-83.7% | $2,800-82.1% | $4,779-89.5% |
| Participant deferral / active EE | $2,780 | $4,050-31.4% | $3,704-24.9% | $5,609-50.4% |
| Admin fee / account holder | $580 | $5,907-90.2% | $5,113-88.6% | $10,827-94.6% |