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 | $76,482 | $90,600-15.6% | $79,464-3.8% | $135,375-43.5% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 82.6%-11.2pp |
| Annual return | -2.88% | 977.43%-980.3pp | 718.14%-721.0pp | 519.73%-522.6pp |
| Employer contribution / active EE | $2,397 | $3,068-21.9% | $2,800-14.4% | $4,779-49.8% |
| Participant deferral / active EE | $8,571 | $4,050+111.6% | $3,704+131.4% | $5,609+52.8% |
| Admin fee / account holder | $7,780 | $5,907+31.7% | $5,113+52.2% | $10,827-28.1% |