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 | $78,085 | $95,971-18.6% | $74,550+4.7% | $135,375-42.3% |
| Participation rate | 71.4% | 75.7%-4.2pp | 69.1%+2.3pp | 82.6%-11.2pp |
| Annual return | -4.09% | 56.96%-61.1pp | 32.53%-36.6pp | 519.73%-523.8pp |
| Employer contribution / active EE | $647 | $2,716-76.2% | $1,961-67.0% | $4,779-86.5% |
| Participant deferral / active EE | $3,875 | $3,843+0.8% | $3,108+24.7% | $5,609-30.9% |
| Admin fee / account holder | $20,148 | $6,522+208.9% | $5,060+298.2% | $10,827+86.1% |