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 | $86,998 | $97,757-11.0% | $83,848+3.8% | $135,375-35.7% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -5.74% | 1287.37%-1293.1pp | 850.88%-856.6pp | 519.73%-525.5pp |
| Employer contribution / active EE | $5,368 | $4,222+27.1% | $3,631+47.8% | $4,779+12.3% |
| Participant deferral / active EE | $1,257 | $4,682-73.2% | $4,082-69.2% | $5,609-77.6% |
| Admin fee / account holder | $3,323 | $6,674-50.2% | $5,478-39.3% | $10,827-69.3% |