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 | $66,679 | $95,971-30.5% | $74,550-10.6% | $135,375-50.7% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -4.87% | 56.96%-61.8pp | 32.53%-37.4pp | 519.73%-524.6pp |
| Employer contribution / active EE | $547 | $2,716-79.9% | $1,961-72.1% | $4,779-88.6% |
| Participant deferral / active EE | $1,283 | $3,843-66.6% | $3,108-58.7% | $5,609-77.1% |
| Admin fee / account holder | $550 | $6,522-91.6% | $5,060-89.1% | $10,827-94.9% |