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 | $89,100 | $138,065-35.5% | $123,544-27.9% | $135,375-34.2% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -4.57% | 153.68%-158.3pp | 119.20%-123.8pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,143 | $5,151-77.8% | $4,628-75.3% | $4,779-76.1% |
| Participant deferral / active EE | $2,560 | $6,799-62.4% | $6,426-60.2% | $5,609-54.4% |
| Admin fee / account holder | $1,291 | $10,916-88.2% | $9,284-86.1% | $10,827-88.1% |