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 | $113,680 | $138,065-17.7% | $123,544-8.0% | $135,375-16.0% |
| Participation rate | 78.9% | 84.7%-5.8pp | 82.3%-3.3pp | 82.6%-3.7pp |
| Annual return | -6.55% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,737 | $5,151-66.3% | $4,628-62.5% | $4,779-63.7% |
| Participant deferral / active EE | $5,131 | $6,799-24.5% | $6,426-20.1% | $5,609-8.5% |
| Admin fee / account holder | $2,204 | $10,916-79.8% | $9,284-76.3% | $10,827-79.6% |