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 | $91,697 | $138,065-33.6% | $123,544-25.8% | $135,375-32.3% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -6.88% | 153.68%-160.6pp | 119.20%-126.1pp | 519.73%-526.6pp |
| Employer contribution / active EE | $3,544 | $5,151-31.2% | $4,628-23.4% | $4,779-25.8% |
| Participant deferral / active EE | $6,214 | $6,799-8.6% | $6,426-3.3% | $5,609+10.8% |
| Admin fee / account holder | $5,663 | $10,916-48.1% | $9,284-39.0% | $10,827-47.7% |