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 | $46,220 | $138,065-66.5% | $123,544-62.6% | $135,375-65.9% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -7.26% | 153.68%-160.9pp | 119.20%-126.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,046 | $5,151-60.3% | $4,628-55.8% | $4,779-57.2% |
| Participant deferral / active EE | $8,396 | $6,799+23.5% | $6,426+30.7% | $5,609+49.7% |
| Admin fee / account holder | $12,300 | $10,916+12.7% | $9,284+32.5% | $10,827+13.6% |