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 | $65,232 | $138,065-52.8% | $123,544-47.2% | $135,375-51.8% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -8.38% | 153.68%-162.1pp | 119.20%-127.6pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,607 | $5,151-68.8% | $4,628-65.3% | $4,779-66.4% |
| Participant deferral / active EE | $5,392 | $6,799-20.7% | $6,426-16.1% | $5,609-3.9% |
| Admin fee / account holder | $489 | $10,916-95.5% | $9,284-94.7% | $10,827-95.5% |