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 | $81,569 | $138,065-40.9% | $123,544-34.0% | $135,375-39.7% |
| Participation rate | 73.9% | 84.7%-10.8pp | 82.3%-8.4pp | 82.6%-8.7pp |
| Annual return | -7.92% | 153.68%-161.6pp | 119.20%-127.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,075 | $5,151-59.7% | $4,628-55.2% | $4,779-56.6% |
| Participant deferral / active EE | $4,961 | $6,799-27.0% | $6,426-22.8% | $5,609-11.5% |
| Admin fee / account holder | $1,167 | $10,916-89.3% | $9,284-87.4% | $10,827-89.2% |