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 | $36,630 | $95,971-61.8% | $74,550-50.9% | $135,375-72.9% |
| Participation rate | 92.9% | 75.7%+17.2pp | 69.1%+23.7pp | 82.6%+10.2pp |
| Annual return | -8.56% | 56.96%-65.5pp | 32.53%-41.1pp | 519.73%-528.3pp |
| Employer contribution / active EE | $660 | $2,716-75.7% | $1,961-66.4% | $4,779-86.2% |
| Participant deferral / active EE | $5,628 | $3,843+46.4% | $3,108+81.1% | $5,609+0.3% |
| Admin fee / account holder | $2,617 | $6,522-59.9% | $5,060-48.3% | $10,827-75.8% |