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 | $115,008 | $138,065-16.7% | $123,544-6.9% | $135,375-15.0% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -8.37% | 153.68%-162.1pp | 119.20%-127.6pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,506 | $5,151-51.3% | $4,628-45.8% | $4,779-47.6% |
| Participant deferral / active EE | $8,495 | $6,799+24.9% | $6,426+32.2% | $5,609+51.5% |
| Admin fee / account holder | $1,572 | $10,916-85.6% | $9,284-83.1% | $10,827-85.5% |