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 | $69,190 | $92,703-25.4% | $82,719-16.4% | $134,475-48.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -18.96% | 944.92%-963.9pp | 701.18%-720.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $954 | $3,274-70.9% | $3,009-68.3% | $4,740-79.9% |
| Participant deferral / active EE | $6,513 | $4,802+35.6% | $4,395+48.2% | $6,400+1.8% |
| Admin fee / account holder | $355 | $5,983-94.1% | $5,329-93.3% | $11,426-96.9% |