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 | $17,561 | $90,600-80.6% | $79,464-77.9% | $135,375-87.0% |
| Participation rate | 72.7% | 76.0%-3.3pp | 73.3%-0.6pp | 82.6%-9.9pp |
| Annual return | -7.15% | 977.43%-984.6pp | 718.14%-725.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $573 | $3,068-81.3% | $2,800-79.6% | $4,779-88.0% |
| Participant deferral / active EE | $819 | $4,050-79.8% | $3,704-77.9% | $5,609-85.4% |
| Admin fee / account holder | $510 | $5,907-91.4% | $5,113-90.0% | $10,827-95.3% |