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 | $79,696 | $97,757-18.5% | $83,848-5.0% | $135,375-41.1% |
| Participation rate | 81.8% | 80.0%+1.9pp | 76.1%+5.7pp | 82.6%-0.8pp |
| Annual return | -5.70% | 1287.37%-1293.1pp | 850.88%-856.6pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,921 | $4,222-54.5% | $3,631-47.1% | $4,779-59.8% |
| Participant deferral / active EE | $4,379 | $4,682-6.5% | $4,082+7.3% | $5,609-21.9% |
| Admin fee / account holder | $682 | $6,674-89.8% | $5,478-87.6% | $10,827-93.7% |