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 | $27,176 | $84,695-67.9% | $73,843-63.2% | $125,391-78.3% |
| Participation rate | 78.9% | 76.8%+2.2pp | 73.4%+5.5pp | 83.2%-4.2pp |
| Annual return | -3.08% | 3123.53%-3126.6pp | 2267.84%-2270.9pp | 282.22%-285.3pp |
| Employer contribution / active EE | $1,058 | $3,123-66.1% | $2,787-62.0% | $4,866-78.3% |
| Participant deferral / active EE | $1,634 | $3,992-59.1% | $3,583-54.4% | $5,352-69.5% |
| Admin fee / account holder | $1,895 | $5,691-66.7% | $4,880-61.2% | $9,540-80.1% |