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 | $94,774 | $138,065-31.4% | $123,544-23.3% | $135,375-30.0% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -6.84% | 153.68%-160.5pp | 119.20%-126.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $3,234 | $5,151-37.2% | $4,628-30.1% | $4,779-32.3% |
| Participant deferral / active EE | $9,018 | $6,799+32.6% | $6,426+40.3% | $5,609+60.8% |
| Admin fee / account holder | $1,565 | $10,916-85.7% | $9,284-83.1% | $10,827-85.5% |