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 | $72,800 | $152,509-52.3% | $117,472-38.0% | $134,475-45.9% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | -19.56% | 52.99%-72.5pp | 29.74%-49.3pp | 417.96%-437.5pp |
| Employer contribution / active EE | $626 | $5,571-88.8% | $4,176-85.0% | $4,740-86.8% |
| Participant deferral / active EE | $13,650 | $4,818+183.3% | $4,070+235.4% | $6,400+113.3% |
| Admin fee / account holder | $1,323 | $7,004-81.1% | $5,645-76.6% | $11,426-88.4% |