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 | $52,995 | $95,971-44.8% | $74,550-28.9% | $135,375-60.9% |
| Participation rate | 90.9% | 75.7%+15.3pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | -5.91% | 56.96%-62.9pp | 32.53%-38.4pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,342 | $2,716-50.6% | $1,961-31.6% | $4,779-71.9% |
| Participant deferral / active EE | $1,844 | $3,843-52.0% | $3,108-40.7% | $5,609-67.1% |
| Admin fee / account holder | $978 | $6,522-85.0% | $5,060-80.7% | $10,827-91.0% |