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 | $76,239 | $135,635-43.8% | $110,238-30.8% | $135,375-43.7% |
| Participation rate | 84.6% | 83.5%+1.2pp | 79.8%+4.8pp | 82.6%+2.0pp |
| Annual return | -4.93% | 513.19%-518.1pp | 314.74%-319.7pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,848 | $4,906-62.3% | $3,826-51.7% | $4,779-61.3% |
| Participant deferral / active EE | $3,213 | $5,506-41.6% | $4,672-31.2% | $5,609-42.7% |
| Admin fee / account holder | $13,391 | $11,457+16.9% | $8,547+56.7% | $10,827+23.7% |