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 | $37,762 | $95,971-60.7% | $74,550-49.3% | $135,375-72.1% |
| Participation rate | 77.8% | 75.7%+2.1pp | 69.1%+8.6pp | 82.6%-4.9pp |
| Annual return | -6.52% | 56.96%-63.5pp | 32.53%-39.0pp | 519.73%-526.3pp |
| Employer contribution / active EE | $838 | $2,716-69.2% | $1,961-57.3% | $4,779-82.5% |
| Participant deferral / active EE | $2,477 | $3,843-35.5% | $3,108-20.3% | $5,609-55.8% |
| Admin fee / account holder | $5,729 | $6,522-12.2% | $5,060+13.2% | $10,827-47.1% |