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 | $62,625 | $90,600-30.9% | $79,464-21.2% | $135,375-53.7% |
| Participation rate | 70.8% | 76.0%-5.2pp | 73.3%-2.5pp | 82.6%-11.8pp |
| Annual return | -3.39% | 977.43%-980.8pp | 718.14%-721.5pp | 519.73%-523.1pp |
| Employer contribution / active EE | $2,365 | $3,068-22.9% | $2,800-15.6% | $4,779-50.5% |
| Participant deferral / active EE | $3,924 | $4,050-3.1% | $3,704+5.9% | $5,609-30.0% |
| Admin fee / account holder | $6,563 | $5,907+11.1% | $5,113+28.4% | $10,827-39.4% |