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 | $68,537 | $138,065-50.4% | $123,544-44.5% | $135,375-49.4% |
| Participation rate | 76.2% | 84.7%-8.5pp | 82.3%-6.1pp | 82.6%-6.5pp |
| Annual return | -3.14% | 153.68%-156.8pp | 119.20%-122.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $2,653 | $5,151-48.5% | $4,628-42.7% | $4,779-44.5% |
| Participant deferral / active EE | $5,814 | $6,799-14.5% | $6,426-9.5% | $5,609+3.7% |
| Admin fee / account holder | $95,030 | $10,916+770.6% | $9,284+923.6% | $10,827+777.7% |