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 | $62,214 | $138,065-54.9% | $123,544-49.6% | $135,375-54.0% |
| Participation rate | 72.2% | 84.7%-12.5pp | 82.3%-10.1pp | 82.6%-10.4pp |
| Annual return | -7.24% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,028 | $5,151-60.6% | $4,628-56.2% | $4,779-57.6% |
| Participant deferral / active EE | $4,662 | $6,799-31.4% | $6,426-27.4% | $5,609-16.9% |
| Admin fee / account holder | $957 | $10,916-91.2% | $9,284-89.7% | $10,827-91.2% |