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 | $79,086 | $99,640-20.6% | $86,436-8.5% | $134,475-41.2% |
| Participation rate | 91.7% | 82.0%+9.6pp | 80.3%+11.3pp | 81.2%+10.4pp |
| Annual return | -14.92% | 6782.58%-6797.5pp | 4394.89%-4409.8pp | 417.96%-432.9pp |
| Employer contribution / active EE | $943 | $4,400-78.6% | $3,769-75.0% | $4,740-80.1% |
| Participant deferral / active EE | $5,499 | $7,246-24.1% | $6,952-20.9% | $6,400-14.1% |
| Admin fee / account holder | $10,003 | $8,371+19.5% | $6,731+48.6% | $11,426-12.5% |