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 | $52,277 | $95,971-45.5% | $74,550-29.9% | $135,375-61.4% |
| Participation rate | 73.3% | 75.7%-2.3pp | 69.1%+4.2pp | 82.6%-9.3pp |
| Annual return | -8.47% | 56.96%-65.4pp | 32.53%-41.0pp | 519.73%-528.2pp |
| Employer contribution / active EE | $443 | $2,716-83.7% | $1,961-77.4% | $4,779-90.7% |
| Participant deferral / active EE | $2,794 | $3,843-27.3% | $3,108-10.1% | $5,609-50.2% |
| Admin fee / account holder | $482 | $6,522-92.6% | $5,060-90.5% | $10,827-95.5% |