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 | $44,297 | $95,971-53.8% | $74,550-40.6% | $135,375-67.3% |
| Participation rate | 73.7% | 75.7%-2.0pp | 69.1%+4.5pp | 82.6%-9.0pp |
| Annual return | -5.18% | 56.96%-62.1pp | 32.53%-37.7pp | 519.73%-524.9pp |
| Employer contribution / active EE | $610 | $2,716-77.5% | $1,961-68.9% | $4,779-87.2% |
| Participant deferral / active EE | $4,173 | $3,843+8.6% | $3,108+34.3% | $5,609-25.6% |
| Admin fee / account holder | $15,413 | $6,522+136.3% | $5,060+204.6% | $10,827+42.4% |