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 | $54,580 | $138,065-60.5% | $123,544-55.8% | $135,375-59.7% |
| Participation rate | 78.6% | 84.7%-6.2pp | 82.3%-3.7pp | 82.6%-4.1pp |
| Annual return | -5.51% | 153.68%-159.2pp | 119.20%-124.7pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,945 | $5,151-42.8% | $4,628-36.4% | $4,779-38.4% |
| Participant deferral / active EE | $6,116 | $6,799-10.1% | $6,426-4.8% | $5,609+9.0% |
| Admin fee / account holder | $19,670 | $10,916+80.2% | $9,284+111.9% | $10,827+81.7% |