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 | $78,127 | $138,065-43.4% | $123,544-36.8% | $135,375-42.3% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -5.40% | 153.68%-159.1pp | 119.20%-124.6pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,942 | $5,151-62.3% | $4,628-58.0% | $4,779-59.4% |
| Participant deferral / active EE | $5,809 | $6,799-14.6% | $6,426-9.6% | $5,609+3.6% |
| Admin fee / account holder | $480 | $10,916-95.6% | $9,284-94.8% | $10,827-95.6% |