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 | $72,066 | $97,757-26.3% | $83,848-14.1% | $135,375-46.8% |
| Participation rate | 82.4% | 80.0%+2.4pp | 76.1%+6.2pp | 82.6%-0.3pp |
| Annual return | -4.88% | 1287.37%-1292.2pp | 850.88%-855.8pp | 519.73%-524.6pp |
| Employer contribution / active EE | $996 | $4,222-76.4% | $3,631-72.6% | $4,779-79.2% |
| Participant deferral / active EE | $4,455 | $4,682-4.8% | $4,082+9.2% | $5,609-20.6% |
| Admin fee / account holder | $1,604 | $6,674-76.0% | $5,478-70.7% | $10,827-85.2% |