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 6-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 | $14,686 | $92,703-84.2% | $82,719-82.2% | $134,475-89.1% |
| Participation rate | 70.8% | 75.2%-4.4pp | 72.6%-1.7pp | 81.2%-10.4pp |
| Annual return | -18.36% | 944.92%-963.3pp | 701.18%-719.5pp | 417.96%-436.3pp |
| Employer contribution / active EE | $808 | $3,274-75.3% | $3,009-73.2% | $4,740-83.0% |
| Participant deferral / active EE | $3,030 | $4,802-36.9% | $4,395-31.1% | $6,400-52.7% |
| Admin fee / account holder | $3,352 | $5,983-44.0% | $5,329-37.1% | $11,426-70.7% |