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 | $46,755 | $95,971-51.3% | $74,550-37.3% | $135,375-65.5% |
| Participation rate | 85.0% | 75.7%+9.3pp | 69.1%+15.9pp | 82.6%+2.4pp |
| Annual return | -2.65% | 56.96%-59.6pp | 32.53%-35.2pp | 519.73%-522.4pp |
| Employer contribution / active EE | $807 | $2,716-70.3% | $1,961-58.9% | $4,779-83.1% |
| Participant deferral / active EE | $2,064 | $3,843-46.3% | $3,108-33.6% | $5,609-63.2% |
| Admin fee / account holder | $7,332 | $6,522+12.4% | $5,060+44.9% | $10,827-32.3% |