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 | $62,273 | $82,630-24.6% | $64,105-2.9% | $125,391-50.3% |
| Participation rate | 80.0% | 75.9%+4.1pp | 68.2%+11.8pp | 83.2%-3.2pp |
| Annual return | -2.57% | 1489.72%-1492.3pp | 791.24%-793.8pp | 282.22%-284.8pp |
| Employer contribution / active EE | $453 | $2,671-83.0% | $1,820-75.1% | $4,866-90.7% |
| Participant deferral / active EE | $1,812 | $3,608-49.8% | $2,822-35.8% | $5,352-66.1% |
| Admin fee / account holder | $5,950 | $6,382-6.8% | $4,499+32.2% | $9,540-37.6% |