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 | $71,460 | $95,971-25.5% | $74,550-4.1% | $135,375-47.2% |
| Participation rate | 70.8% | 75.7%-4.8pp | 69.1%+1.7pp | 82.6%-11.8pp |
| Annual return | -4.85% | 56.96%-61.8pp | 32.53%-37.4pp | 519.73%-524.6pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,656 | $3,843-56.9% | $3,108-46.7% | $5,609-70.5% |
| Admin fee / account holder | $5,135 | $6,522-21.3% | $5,060+1.5% | $10,827-52.6% |