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 | $71,107 | $82,664-14.0% | $125,339-43.3% | $68,494+3.8% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -15.54% | -5.97%-9.6pp | 572.05%-587.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $5,633 | $3,381+66.6% | $4,814+17.0% | $2,596+117.0% |
| Participant deferral / active EE | $9,461 | $6,110+54.8% | $7,446+27.1% | $4,027+134.9% |
| Admin fee / account holder | $3,780 | $6,275-39.8% | $10,010-62.2% | $5,403-30.0% |