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 | $50,844 | $90,600-43.9% | $79,464-36.0% | $135,375-62.4% |
| Participation rate | 77.8% | 76.0%+1.7pp | 73.3%+4.4pp | 82.6%-4.9pp |
| Annual return | -0.16% | 977.43%-977.6pp | 718.14%-718.3pp | 519.73%-519.9pp |
| Employer contribution / active EE | $504 | $3,068-83.6% | $2,800-82.0% | $4,779-89.5% |
| Participant deferral / active EE | $3,274 | $4,050-19.2% | $3,704-11.6% | $5,609-41.6% |
| Admin fee / account holder | $23,104 | $5,907+291.1% | $5,113+351.9% | $10,827+113.4% |