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 | $32,645 | $82,630-60.5% | $64,105-49.1% | $125,391-74.0% |
| Participation rate | 70.0% | 75.9%-5.9pp | 68.2%+1.8pp | 83.2%-13.2pp |
| Annual return | -1.55% | 1489.72%-1491.3pp | 791.24%-792.8pp | 282.22%-283.8pp |
| Employer contribution / active EE | $266 | $2,671-90.1% | $1,820-85.4% | $4,866-94.5% |
| Participant deferral / active EE | $2,248 | $3,608-37.7% | $2,822-20.3% | $5,352-58.0% |
| Admin fee / account holder | $10,042 | $6,382+57.3% | $4,499+123.2% | $9,540+5.3% |