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 | $75,877 | $106,543-28.8% | $91,220-16.8% | $134,475-43.6% |
| Participation rate | 71.4% | 76.8%-5.4pp | 73.2%-1.8pp | 81.2%-9.8pp |
| Annual return | -13.84% | 160.60%-174.4pp | 114.01%-127.9pp | 417.96%-431.8pp |
| Employer contribution / active EE | $2,185 | $3,331-34.4% | $2,850-23.4% | $4,740-53.9% |
| Participant deferral / active EE | $4,157 | $4,719-11.9% | $4,234-1.8% | $6,400-35.0% |
| Admin fee / account holder | $3,415 | $6,231-45.2% | $5,420-37.0% | $11,426-70.1% |