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 | $56,293 | $88,594-36.5% | $70,092-19.7% | $134,475-58.1% |
| Participation rate | 75.0% | 74.9%+0.1pp | 70.5%+4.5pp | 81.2%-6.2pp |
| Annual return | -18.48% | 442.67%-461.1pp | 190.73%-209.2pp | 417.96%-436.4pp |
| Employer contribution / active EE | $618 | $3,233-80.9% | $2,559-75.9% | $4,740-87.0% |
| Participant deferral / active EE | $948 | $4,772-80.1% | $3,849-75.4% | $6,400-85.2% |
| Admin fee / account holder | $523 | $10,441-95.0% | $6,267-91.7% | $11,426-95.4% |