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 | $64,398 | $92,703-30.5% | $82,719-22.1% | $134,475-52.1% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -5.14% | 944.92%-950.1pp | 701.18%-706.3pp | 417.96%-423.1pp |
| Employer contribution / active EE | $2,033 | $3,274-37.9% | $3,009-32.4% | $4,740-57.1% |
| Participant deferral / active EE | $5,595 | $4,802+16.5% | $4,395+27.3% | $6,400-12.6% |
| Admin fee / account holder | $2,224 | $5,983-62.8% | $5,329-58.3% | $11,426-80.5% |