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 | $79,790 | $95,971-16.9% | $74,550+7.0% | $135,375-41.1% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -6.04% | 56.96%-63.0pp | 32.53%-38.6pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,080 | $2,716-60.2% | $1,961-44.9% | $4,779-77.4% |
| Participant deferral / active EE | $4,022 | $3,843+4.6% | $3,108+29.4% | $5,609-28.3% |
| Admin fee / account holder | $2,029 | $6,522-68.9% | $5,060-59.9% | $10,827-81.3% |