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 | $26,701 | $138,065-80.7% | $123,544-78.4% | $135,375-80.3% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -2.98% | 153.68%-156.7pp | 119.20%-122.2pp | 519.73%-522.7pp |
| Employer contribution / active EE | $1,200 | $5,151-76.7% | $4,628-74.1% | $4,779-74.9% |
| Participant deferral / active EE | $5,222 | $6,799-23.2% | $6,426-18.7% | $5,609-6.9% |
| Admin fee / account holder | $8,341 | $10,916-23.6% | $9,284-10.2% | $10,827-23.0% |