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 | $56,267 | $138,065-59.2% | $123,544-54.5% | $135,375-58.4% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -3.52% | 153.68%-157.2pp | 119.20%-122.7pp | 519.73%-523.3pp |
| Employer contribution / active EE | $1,534 | $5,151-70.2% | $4,628-66.9% | $4,779-67.9% |
| Participant deferral / active EE | $6,049 | $6,799-11.0% | $6,426-5.9% | $5,609+7.9% |
| Admin fee / account holder | $11,034 | $10,916+1.1% | $9,284+18.9% | $10,827+1.9% |