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 | $53,829 | $92,703-41.9% | $82,719-34.9% | $134,475-60.0% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -10.91% | 944.92%-955.8pp | 701.18%-712.1pp | 417.96%-428.9pp |
| Employer contribution / active EE | $846 | $3,274-74.2% | $3,009-71.9% | $4,740-82.1% |
| Participant deferral / active EE | $3,906 | $4,802-18.7% | $4,395-11.1% | $6,400-39.0% |
| Admin fee / account holder | $9,410 | $5,983+57.3% | $5,329+76.6% | $11,426-17.6% |