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 | $73,542 | $95,971-23.4% | $74,550-1.4% | $135,375-45.7% |
| Participation rate | 70.0% | 75.7%-5.7pp | 69.1%+0.9pp | 82.6%-12.6pp |
| Annual return | -6.18% | 56.96%-63.1pp | 32.53%-38.7pp | 519.73%-525.9pp |
| Employer contribution / active EE | $343 | $2,716-87.4% | $1,961-82.5% | $4,779-92.8% |
| Participant deferral / active EE | $1,004 | $3,843-73.9% | $3,108-67.7% | $5,609-82.1% |
| Admin fee / account holder | $4,846 | $6,522-25.7% | $5,060-4.2% | $10,827-55.2% |