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 | $38,355 | $90,600-57.7% | $79,464-51.7% | $135,375-71.7% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -5.89% | 977.43%-983.3pp | 718.14%-724.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,369 | $3,068-22.8% | $2,800-15.4% | $4,779-50.4% |
| Participant deferral / active EE | $2,369 | $4,050-41.5% | $3,704-36.0% | $5,609-57.8% |
| Admin fee / account holder | $3,866 | $5,907-34.5% | $5,113-24.4% | $10,827-64.3% |