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 | $54,805 | $138,065-60.3% | $123,544-55.6% | $135,375-59.5% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -2.29% | 153.68%-156.0pp | 119.20%-121.5pp | 519.73%-522.0pp |
| Employer contribution / active EE | $1,774 | $5,151-65.6% | $4,628-61.7% | $4,779-62.9% |
| Participant deferral / active EE | $5,148 | $6,799-24.3% | $6,426-19.9% | $5,609-8.2% |
| Admin fee / account holder | $3,961 | $10,916-63.7% | $9,284-57.3% | $10,827-63.4% |