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 | $57,187 | $95,971-40.4% | $74,550-23.3% | $135,375-57.8% |
| Participation rate | 72.2% | 75.7%-3.4pp | 69.1%+3.1pp | 82.6%-10.4pp |
| Annual return | -4.91% | 56.96%-61.9pp | 32.53%-37.4pp | 519.73%-524.6pp |
| Employer contribution / active EE | $511 | $2,716-81.2% | $1,961-73.9% | $4,779-89.3% |
| Participant deferral / active EE | $5,099 | $3,843+32.7% | $3,108+64.1% | $5,609-9.1% |
| Admin fee / account holder | $12,810 | $6,522+96.4% | $5,060+153.2% | $10,827+18.3% |