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 | $81,387 | $95,971-15.2% | $74,550+9.2% | $135,375-39.9% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -3.77% | 56.96%-60.7pp | 32.53%-36.3pp | 519.73%-523.5pp |
| Employer contribution / active EE | $735 | $2,716-72.9% | $1,961-62.5% | $4,779-84.6% |
| Participant deferral / active EE | $3,121 | $3,843-18.8% | $3,108+0.4% | $5,609-44.4% |
| Admin fee / account holder | $1,416 | $6,522-78.3% | $5,060-72.0% | $10,827-86.9% |