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 | $51,477 | $92,703-44.5% | $82,719-37.8% | $134,475-61.7% |
| Participation rate | 70.6% | 75.2%-4.6pp | 72.6%-2.0pp | 81.2%-10.6pp |
| Annual return | -20.18% | 944.92%-965.1pp | 701.18%-721.4pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,603 | $3,274-20.5% | $3,009-13.5% | $4,740-45.1% |
| Participant deferral / active EE | $5,037 | $4,802+4.9% | $4,395+14.6% | $6,400-21.3% |
| Admin fee / account holder | $4,614 | $5,983-22.9% | $5,329-13.4% | $11,426-59.6% |