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 | $39,730 | $95,971-58.6% | $74,550-46.7% | $135,375-70.7% |
| Participation rate | 76.2% | 75.7%+0.5pp | 69.1%+7.0pp | 82.6%-6.5pp |
| Annual return | -4.61% | 56.96%-61.6pp | 32.53%-37.1pp | 519.73%-524.3pp |
| Employer contribution / active EE | $796 | $2,716-70.7% | $1,961-59.4% | $4,779-83.3% |
| Participant deferral / active EE | $1,321 | $3,843-65.6% | $3,108-57.5% | $5,609-76.4% |
| Admin fee / account holder | $593 | $6,522-90.9% | $5,060-88.3% | $10,827-94.5% |