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 | $96,477 | $197,825-51.2% | $155,790-38.1% | $125,391-23.1% |
| Participation rate | 72.7% | 82.1%-9.4pp | 76.1%-3.4pp | 83.2%-10.5pp |
| Annual return | -0.97% | 86.74%-87.7pp | 71.54%-72.5pp | 282.22%-283.2pp |
| Employer contribution / active EE | $567 | $4,847-88.3% | $3,836-85.2% | $4,866-88.3% |
| Participant deferral / active EE | $3,517 | $5,630-37.5% | $4,797-26.7% | $5,352-34.3% |
| Admin fee / account holder | $3,747 | $9,545-60.7% | $7,478-49.9% | $9,540-60.7% |