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 | $28,226 | $90,600-68.8% | $79,464-64.5% | $135,375-79.2% |
| Participation rate | 76.9% | 76.0%+0.9pp | 73.3%+3.6pp | 82.6%-5.7pp |
| Annual return | -5.08% | 977.43%-982.5pp | 718.14%-723.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $881 | $3,068-71.3% | $2,800-68.5% | $4,779-81.6% |
| Participant deferral / active EE | $1,629 | $4,050-59.8% | $3,704-56.0% | $5,609-71.0% |
| Admin fee / account holder | $14,065 | $5,907+138.1% | $5,113+175.1% | $10,827+29.9% |