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 | $97,929 | $138,065-29.1% | $123,544-20.7% | $135,375-27.7% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -7.88% | 153.68%-161.6pp | 119.20%-127.1pp | 519.73%-527.6pp |
| Employer contribution / active EE | $3,053 | $5,151-40.7% | $4,628-34.0% | $4,779-36.1% |
| Participant deferral / active EE | $6,909 | $6,799+1.6% | $6,426+7.5% | $5,609+23.2% |
| Admin fee / account holder | $695 | $10,916-93.6% | $9,284-92.5% | $10,827-93.6% |