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 | $85,491 | $97,757-12.5% | $83,848+2.0% | $135,375-36.8% |
| Participation rate | 70.6% | 80.0%-9.4pp | 76.1%-5.6pp | 82.6%-12.1pp |
| Annual return | -6.11% | 1287.37%-1293.5pp | 850.88%-857.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,081 | $4,222-74.4% | $3,631-70.2% | $4,779-77.4% |
| Participant deferral / active EE | $2,679 | $4,682-42.8% | $4,082-34.4% | $5,609-52.2% |
| Admin fee / account holder | $16,626 | $6,674+149.1% | $5,478+203.5% | $10,827+53.6% |