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 | $36,561 | $138,065-73.5% | $123,544-70.4% | $135,375-73.0% |
| Participation rate | 70.6% | 84.7%-14.1pp | 82.3%-11.7pp | 82.6%-12.1pp |
| Annual return | -5.99% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,406 | $5,151-53.3% | $4,628-48.0% | $4,779-49.7% |
| Participant deferral / active EE | $4,312 | $6,799-36.6% | $6,426-32.9% | $5,609-23.1% |
| Admin fee / account holder | $1,026 | $10,916-90.6% | $9,284-88.9% | $10,827-90.5% |