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 | $28,899 | $92,703-68.8% | $82,719-65.1% | $134,475-78.5% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | -15.58% | 944.92%-960.5pp | 701.18%-716.8pp | 417.96%-433.5pp |
| Employer contribution / active EE | $692 | $3,274-78.9% | $3,009-77.0% | $4,740-85.4% |
| Participant deferral / active EE | $2,771 | $4,802-42.3% | $4,395-37.0% | $6,400-56.7% |
| Admin fee / account holder | $1,159 | $5,983-80.6% | $5,329-78.3% | $11,426-89.9% |