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 | $43,993 | $99,640-55.8% | $86,436-49.1% | $134,475-67.3% |
| Participation rate | 77.8% | 82.0%-4.3pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -18.01% | 6782.58%-6800.6pp | 4394.89%-4412.9pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,687 | $4,400-61.7% | $3,769-55.2% | $4,740-64.4% |
| Participant deferral / active EE | $6,647 | $7,246-8.3% | $6,952-4.4% | $6,400+3.9% |
| Admin fee / account holder | $923 | $8,371-89.0% | $6,731-86.3% | $11,426-91.9% |