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 | $37,676 | $78,694-52.1% | $67,652-44.3% | $125,391-70.0% |
| Participation rate | 73.9% | 78.8%-4.9pp | 75.7%-1.8pp | 83.2%-9.3pp |
| Annual return | -2.15% | 9.46%-11.6pp | 6625.04%-6627.2pp | 282.22%-284.4pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,280 | $4,292-23.6% | $3,560-7.9% | $5,352-38.7% |
| Admin fee / account holder | $3,655 | $7,403-50.6% | $4,821-24.2% | $9,540-61.7% |