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 | $47,236 | $104,106-54.6% | $71,086-33.6% | $135,375-65.1% |
| Participation rate | 78.9% | 65.7%+13.3pp | 54.7%+24.3pp | 82.6%-3.7pp |
| Annual return | -4.23% | 1256.30%-1260.5pp | 650.59%-654.8pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,726 | $1,485+16.2% | $1,088+58.7% | $4,779-63.9% |
| Participant deferral / active EE | $1,503 | $2,527-40.5% | $1,874-19.8% | $5,609-73.2% |
| Admin fee / account holder | $2,361 | $4,142-43.0% | $3,082-23.4% | $10,827-78.2% |