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 | $82,102 | $90,600-9.4% | $79,464+3.3% | $135,375-39.4% |
| Participation rate | 81.8% | 76.0%+5.8pp | 73.3%+8.5pp | 82.6%-0.8pp |
| Annual return | -2.40% | 977.43%-979.8pp | 718.14%-720.5pp | 519.73%-522.1pp |
| Employer contribution / active EE | $2,104 | $3,068-31.4% | $2,800-24.9% | $4,779-56.0% |
| Participant deferral / active EE | $4,707 | $4,050+16.2% | $3,704+27.1% | $5,609-16.1% |
| Admin fee / account holder | $25,740 | $5,907+335.8% | $5,113+403.4% | $10,827+137.7% |