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 | $37,162 | $95,971-61.3% | $74,550-50.2% | $135,375-72.5% |
| Participation rate | 81.8% | 75.7%+6.2pp | 69.1%+12.7pp | 82.6%-0.8pp |
| Annual return | -6.45% | 56.96%-63.4pp | 32.53%-39.0pp | 519.73%-526.2pp |
| Employer contribution / active EE | $898 | $2,716-66.9% | $1,961-54.2% | $4,779-81.2% |
| Participant deferral / active EE | $2,007 | $3,843-47.8% | $3,108-35.4% | $5,609-64.2% |
| Admin fee / account holder | $1,619 | $6,522-75.2% | $5,060-68.0% | $10,827-85.0% |