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 | $24,070 | $95,971-74.9% | $74,550-67.7% | $135,375-82.2% |
| Participation rate | 78.3% | 75.7%+2.6pp | 69.1%+9.1pp | 82.6%-4.4pp |
| Annual return | -5.60% | 56.96%-62.6pp | 32.53%-38.1pp | 519.73%-525.3pp |
| Employer contribution / active EE | $671 | $2,716-75.3% | $1,961-65.8% | $4,779-85.9% |
| Participant deferral / active EE | $1,881 | $3,843-51.1% | $3,108-39.5% | $5,609-66.5% |
| Admin fee / account holder | $1,533 | $6,522-76.5% | $5,060-69.7% | $10,827-85.8% |