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 | $72,995 | $197,825-63.1% | $155,790-53.1% | $125,391-41.8% |
| Participation rate | 78.6% | 82.1%-3.5pp | 76.1%+2.5pp | 83.2%-4.6pp |
| Annual return | -1.59% | 86.74%-88.3pp | 71.54%-73.1pp | 282.22%-283.8pp |
| Employer contribution / active EE | $596 | $4,847-87.7% | $3,836-84.5% | $4,866-87.7% |
| Participant deferral / active EE | $3,131 | $5,630-44.4% | $4,797-34.7% | $5,352-41.5% |
| Admin fee / account holder | $21,068 | $9,545+120.7% | $7,478+181.7% | $9,540+120.8% |