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 | $23,002 | $138,065-83.3% | $123,544-81.4% | $135,375-83.0% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -6.33% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,002 | $5,151-80.6% | $4,628-78.4% | $4,779-79.0% |
| Participant deferral / active EE | $4,821 | $6,799-29.1% | $6,426-25.0% | $5,609-14.1% |
| Admin fee / account holder | $2,991 | $10,916-72.6% | $9,284-67.8% | $10,827-72.4% |