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 | $43,377 | $92,703-53.2% | $82,719-47.6% | $134,475-67.7% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -15.90% | 944.92%-960.8pp | 701.18%-717.1pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,460 | $3,274-55.4% | $3,009-51.5% | $4,740-69.2% |
| Participant deferral / active EE | $2,271 | $4,802-52.7% | $4,395-48.3% | $6,400-64.5% |
| Admin fee / account holder | $3,207 | $5,983-46.4% | $5,329-39.8% | $11,426-71.9% |