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 | $83,588 | $90,600-7.7% | $79,464+5.2% | $135,375-38.3% |
| Participation rate | 70.0% | 76.0%-6.0pp | 73.3%-3.3pp | 82.6%-12.6pp |
| Annual return | -3.99% | 977.43%-981.4pp | 718.14%-722.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $2,488 | $3,068-18.9% | $2,800-11.1% | $4,779-47.9% |
| Participant deferral / active EE | $5,033 | $4,050+24.3% | $3,704+35.9% | $5,609-10.3% |
| Admin fee / account holder | $354 | $5,907-94.0% | $5,113-93.1% | $10,827-96.7% |