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 | $34,892 | $95,971-63.6% | $74,550-53.2% | $135,375-74.2% |
| Participation rate | 71.4% | 75.7%-4.2pp | 69.1%+2.3pp | 82.6%-11.2pp |
| Annual return | -7.67% | 56.96%-64.6pp | 32.53%-40.2pp | 519.73%-527.4pp |
| Employer contribution / active EE | $526 | $2,716-80.7% | $1,961-73.2% | $4,779-89.0% |
| Participant deferral / active EE | $2,907 | $3,843-24.4% | $3,108-6.5% | $5,609-48.2% |
| Admin fee / account holder | $3,359 | $6,522-48.5% | $5,060-33.6% | $10,827-69.0% |