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 | $108,615 | $138,044-21.3% | $125,339-13.3% | $134,475-19.2% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -13.27% | 750.33%-763.6pp | 572.05%-585.3pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,687 | $5,243-67.8% | $4,814-65.0% | $4,740-64.4% |
| Participant deferral / active EE | $5,703 | $7,799-26.9% | $7,446-23.4% | $6,400-10.9% |
| Admin fee / account holder | $4,965 | $11,571-57.1% | $10,010-50.4% | $11,426-56.5% |