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 | $75,970 | $90,600-16.1% | $79,464-4.4% | $135,375-43.9% |
| Participation rate | 77.8% | 76.0%+1.7pp | 73.3%+4.4pp | 82.6%-4.9pp |
| Annual return | -3.33% | 977.43%-980.8pp | 718.14%-721.5pp | 519.73%-523.1pp |
| Employer contribution / active EE | $2,985 | $3,068-2.7% | $2,800+6.6% | $4,779-37.5% |
| Participant deferral / active EE | $4,093 | $4,050+1.1% | $3,704+10.5% | $5,609-27.0% |
| Admin fee / account holder | $55,808 | $5,907+844.8% | $5,113+991.5% | $10,827+415.4% |