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 | $62,300 | $92,703-32.8% | $82,719-24.7% | $134,475-53.7% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -12.47% | 944.92%-957.4pp | 701.18%-713.6pp | 417.96%-430.4pp |
| Employer contribution / active EE | $360 | $3,274-89.0% | $3,009-88.0% | $4,740-92.4% |
| Participant deferral / active EE | $3,191 | $4,802-33.6% | $4,395-27.4% | $6,400-50.1% |
| Admin fee / account holder | $92,979 | $5,983+1454.2% | $5,329+1644.8% | $11,426+713.8% |