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 | $92,331 | $135,635-31.9% | $110,238-16.2% | $135,375-31.8% |
| Participation rate | 93.3% | 83.5%+9.9pp | 79.8%+13.5pp | 82.6%+10.7pp |
| Annual return | -4.48% | 513.19%-517.7pp | 314.74%-319.2pp | 519.73%-524.2pp |
| Employer contribution / active EE | $2,008 | $4,906-59.1% | $3,826-47.5% | $4,779-58.0% |
| Participant deferral / active EE | $4,273 | $5,506-22.4% | $4,672-8.5% | $5,609-23.8% |
| Admin fee / account holder | $794 | $11,457-93.1% | $8,547-90.7% | $10,827-92.7% |