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 | $94,017 | $138,065-31.9% | $123,544-23.9% | $135,375-30.6% |
| Participation rate | 76.9% | 84.7%-7.8pp | 82.3%-5.4pp | 82.6%-5.7pp |
| Annual return | -6.14% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,077 | $5,151-59.7% | $4,628-55.1% | $4,779-56.5% |
| Participant deferral / active EE | $6,341 | $6,799-6.7% | $6,426-1.3% | $5,609+13.0% |
| Admin fee / account holder | $3,431 | $10,916-68.6% | $9,284-63.0% | $10,827-68.3% |