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 | $122,920 | $90,600+35.7% | $79,464+54.7% | $135,375-9.2% |
| Participation rate | 70.0% | 76.0%-6.0pp | 73.3%-3.3pp | 82.6%-12.6pp |
| Annual return | -3.06% | 977.43%-980.5pp | 718.14%-721.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $603 | $3,068-80.4% | $2,800-78.5% | $4,779-87.4% |
| Participant deferral / active EE | $4,117 | $4,050+1.6% | $3,704+11.1% | $5,609-26.6% |
| Admin fee / account holder | $10,466 | $5,907+77.2% | $5,113+104.7% | $10,827-3.3% |