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 | $77,749 | $90,600-14.2% | $79,464-2.2% | $135,375-42.6% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -4.84% | 977.43%-982.3pp | 718.14%-723.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,807 | $3,068-41.1% | $2,800-35.5% | $4,779-62.2% |
| Participant deferral / active EE | $3,325 | $4,050-17.9% | $3,704-10.2% | $5,609-40.7% |
| Admin fee / account holder | $38,312 | $5,907+548.6% | $5,113+649.3% | $10,827+253.9% |