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 | $25,280 | $48,274-47.6% | $63,517-60.2% | $59,632-57.6% |
| Participation rate | 79.5% | 66.3%+13.2pp | 71.0%+8.5pp | 68.7%+10.9pp |
| Annual return | -1.20% | -240.79%+239.6pp | -70.30%+69.1pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $1,565 | $1,586-1.4% | $2,322-32.6% | $2,203-29.0% |
| Participant deferral / active EE | $2,028 | $2,343-13.4% | $2,953-31.3% | $3,192-36.5% |
| Admin fee / account holder | $722 | $3,600-79.9% | $5,892-87.7% | $4,297-83.2% |