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 | $38,875 | $138,065-71.8% | $123,544-68.5% | $135,375-71.3% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -2.72% | 153.68%-156.4pp | 119.20%-121.9pp | 519.73%-522.5pp |
| Employer contribution / active EE | $1,429 | $5,151-72.3% | $4,628-69.1% | $4,779-70.1% |
| Participant deferral / active EE | $4,496 | $6,799-33.9% | $6,426-30.0% | $5,609-19.8% |
| Admin fee / account holder | $18,789 | $10,916+72.1% | $9,284+102.4% | $10,827+73.5% |