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 | $46,451 | $97,757-52.5% | $83,848-44.6% | $135,375-65.7% |
| Participation rate | 72.2% | 80.0%-7.7pp | 76.1%-3.9pp | 82.6%-10.4pp |
| Annual return | -6.14% | 1287.37%-1293.5pp | 850.88%-857.0pp | 519.73%-525.9pp |
| Employer contribution / active EE | $946 | $4,222-77.6% | $3,631-73.9% | $4,779-80.2% |
| Participant deferral / active EE | $4,022 | $4,682-14.1% | $4,082-1.5% | $5,609-28.3% |
| Admin fee / account holder | $8,758 | $6,674+31.2% | $5,478+59.9% | $10,827-19.1% |