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 | $43,068 | $92,703-53.5% | $82,719-47.9% | $134,475-68.0% |
| Participation rate | 72.2% | 75.2%-3.0pp | 72.6%-0.3pp | 81.2%-9.0pp |
| Annual return | -12.85% | 944.92%-957.8pp | 701.18%-714.0pp | 417.96%-430.8pp |
| Employer contribution / active EE | $2,456 | $3,274-25.0% | $3,009-18.4% | $4,740-48.2% |
| Participant deferral / active EE | $4,782 | $4,802-0.4% | $4,395+8.8% | $6,400-25.3% |
| Admin fee / account holder | $18,437 | $5,983+208.2% | $5,329+246.0% | $11,426+61.4% |