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 | $40,878 | $97,757-58.2% | $83,848-51.2% | $135,375-69.8% |
| Participation rate | 81.8% | 80.0%+1.9pp | 76.1%+5.7pp | 82.6%-0.8pp |
| Annual return | -9.16% | 1287.37%-1296.5pp | 850.88%-860.0pp | 519.73%-528.9pp |
| Employer contribution / active EE | $919 | $4,222-78.2% | $3,631-74.7% | $4,779-80.8% |
| Participant deferral / active EE | $2,587 | $4,682-44.7% | $4,082-36.6% | $5,609-53.9% |
| Admin fee / account holder | $414 | $6,674-93.8% | $5,478-92.4% | $10,827-96.2% |