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 | $82,357 | $97,757-15.8% | $83,848-1.8% | $135,375-39.2% |
| Participation rate | 82.4% | 80.0%+2.4pp | 76.1%+6.2pp | 82.6%-0.3pp |
| Annual return | -5.35% | 1287.37%-1292.7pp | 850.88%-856.2pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,376 | $4,222-67.4% | $3,631-62.1% | $4,779-71.2% |
| Participant deferral / active EE | $2,067 | $4,682-55.8% | $4,082-49.4% | $5,609-63.1% |
| Admin fee / account holder | $5,329 | $6,674-20.2% | $5,478-2.7% | $10,827-50.8% |