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 | $39,046 | $92,703-57.9% | $82,719-52.8% | $134,475-71.0% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -12.87% | 944.92%-957.8pp | 701.18%-714.1pp | 417.96%-430.8pp |
| Employer contribution / active EE | $314 | $3,274-90.4% | $3,009-89.6% | $4,740-93.4% |
| Participant deferral / active EE | $1,436 | $4,802-70.1% | $4,395-67.3% | $6,400-77.6% |
| Admin fee / account holder | $1,247 | $5,983-79.1% | $5,329-76.6% | $11,426-89.1% |