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 | $69,771 | $138,065-49.5% | $123,544-43.5% | $135,375-48.5% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -5.57% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,409 | $5,151-53.2% | $4,628-47.9% | $4,779-49.6% |
| Participant deferral / active EE | $4,441 | $6,799-34.7% | $6,426-30.9% | $5,609-20.8% |
| Admin fee / account holder | $1,604 | $10,916-85.3% | $9,284-82.7% | $10,827-85.2% |