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 | $36,871 | $138,065-73.3% | $123,544-70.2% | $135,375-72.8% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -6.55% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,428 | $5,151-52.9% | $4,628-47.5% | $4,779-49.2% |
| Participant deferral / active EE | $3,081 | $6,799-54.7% | $6,426-52.1% | $5,609-45.1% |
| Admin fee / account holder | $2,753 | $10,916-74.8% | $9,284-70.4% | $10,827-74.6% |