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 | $92,621 | $138,065-32.9% | $123,544-25.0% | $135,375-31.6% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -6.91% | 153.68%-160.6pp | 119.20%-126.1pp | 519.73%-526.6pp |
| Employer contribution / active EE | $3,601 | $5,151-30.1% | $4,628-22.2% | $4,779-24.7% |
| Participant deferral / active EE | $5,802 | $6,799-14.7% | $6,426-9.7% | $5,609+3.4% |
| Admin fee / account holder | $2,422 | $10,916-77.8% | $9,284-73.9% | $10,827-77.6% |