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 | $81,738 | $138,065-40.8% | $123,544-33.8% | $135,375-39.6% |
| Participation rate | 85.0% | 84.7%+0.3pp | 82.3%+2.7pp | 82.6%+2.4pp |
| Annual return | -3.06% | 153.68%-156.7pp | 119.20%-122.3pp | 519.73%-522.8pp |
| Employer contribution / active EE | $2,684 | $5,151-47.9% | $4,628-42.0% | $4,779-43.8% |
| Participant deferral / active EE | $4,588 | $6,799-32.5% | $6,426-28.6% | $5,609-18.2% |
| Admin fee / account holder | $29,745 | $10,916+172.5% | $9,284+220.4% | $10,827+174.7% |