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 | $40,451 | $92,703-56.4% | $82,719-51.1% | $134,475-69.9% |
| Participation rate | 76.2% | 75.2%+1.0pp | 72.6%+3.6pp | 81.2%-5.0pp |
| Annual return | -18.87% | 944.92%-963.8pp | 701.18%-720.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $504 | $3,274-84.6% | $3,009-83.2% | $4,740-89.4% |
| Participant deferral / active EE | $3,657 | $4,802-23.8% | $4,395-16.8% | $6,400-42.9% |
| Admin fee / account holder | $1,232 | $5,983-79.4% | $5,329-76.9% | $11,426-89.2% |