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 | $82,954 | $106,543-22.1% | $91,220-9.1% | $134,475-38.3% |
| Participation rate | 76.9% | 76.8%+0.1pp | 73.2%+3.7pp | 81.2%-4.3pp |
| Annual return | -15.44% | 160.60%-176.0pp | 114.01%-129.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $735 | $3,331-77.9% | $2,850-74.2% | $4,740-84.5% |
| Participant deferral / active EE | $1,893 | $4,719-59.9% | $4,234-55.3% | $6,400-70.4% |
| Admin fee / account holder | $5,782 | $6,231-7.2% | $5,420+6.7% | $11,426-49.4% |