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 | $196,890 | $90,600+117.3% | $79,464+147.8% | $135,375+45.4% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -4.08% | 977.43%-981.5pp | 718.14%-722.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $339 | $3,068-89.0% | $2,800-87.9% | $4,779-92.9% |
| Participant deferral / active EE | $2,795 | $4,050-31.0% | $3,704-24.5% | $5,609-50.2% |
| Admin fee / account holder | $15,095 | $5,907+155.5% | $5,113+195.2% | $10,827+39.4% |