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 | $46,941 | $90,600-48.2% | $79,464-40.9% | $135,375-65.3% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -2.12% | 977.43%-979.6pp | 718.14%-720.3pp | 519.73%-521.9pp |
| Employer contribution / active EE | $1,720 | $3,068-43.9% | $2,800-38.6% | $4,779-64.0% |
| Participant deferral / active EE | $2,242 | $4,050-44.6% | $3,704-39.5% | $5,609-60.0% |
| Admin fee / account holder | $3,642 | $5,907-38.3% | $5,113-28.8% | $10,827-66.4% |