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 | $37,176 | $92,703-59.9% | $82,719-55.1% | $134,475-72.4% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -4.99% | 944.92%-949.9pp | 701.18%-706.2pp | 417.96%-423.0pp |
| Employer contribution / active EE | $2,259 | $3,274-31.0% | $3,009-24.9% | $4,740-52.3% |
| Participant deferral / active EE | $5,841 | $4,802+21.6% | $4,395+32.9% | $6,400-8.7% |
| Admin fee / account holder | $98,585 | $5,983+1547.9% | $5,329+1750.0% | $11,426+762.8% |