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 | $27,058 | $138,065-80.4% | $123,544-78.1% | $135,375-80.0% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -0.12% | 153.68%-153.8pp | 119.20%-119.3pp | 519.73%-519.9pp |
| Employer contribution / active EE | $3,466 | $5,151-32.7% | $4,628-25.1% | $4,779-27.5% |
| Participant deferral / active EE | $8,309 | $6,799+22.2% | $6,426+29.3% | $5,609+48.1% |
| Admin fee / account holder | $166,745 | $10,916+1427.6% | $9,284+1696.1% | $10,827+1440.1% |