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 | $41,573 | $92,703-55.2% | $82,719-49.7% | $134,475-69.1% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -16.86% | 944.92%-961.8pp | 701.18%-718.0pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,056 | $3,274-67.7% | $3,009-64.9% | $4,740-77.7% |
| Participant deferral / active EE | $2,133 | $4,802-55.6% | $4,395-51.5% | $6,400-66.7% |
| Admin fee / account holder | $830 | $5,983-86.1% | $5,329-84.4% | $11,426-92.7% |