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 | $34,153 | $138,065-75.3% | $123,544-72.4% | $135,375-74.8% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -5.01% | 153.68%-158.7pp | 119.20%-124.2pp | 519.73%-524.7pp |
| Employer contribution / active EE | $976 | $5,151-81.0% | $4,628-78.9% | $4,779-79.6% |
| Participant deferral / active EE | $3,845 | $6,799-43.4% | $6,426-40.2% | $5,609-31.4% |
| Admin fee / account holder | $2,534 | $10,916-76.8% | $9,284-72.7% | $10,827-76.6% |