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 | $77,220 | $138,065-44.1% | $123,544-37.5% | $135,375-43.0% |
| Participation rate | 70.8% | 84.7%-13.9pp | 82.3%-11.5pp | 82.6%-11.8pp |
| Annual return | -4.53% | 153.68%-158.2pp | 119.20%-123.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,556 | $5,151-69.8% | $4,628-66.4% | $4,779-67.4% |
| Participant deferral / active EE | $8,160 | $6,799+20.0% | $6,426+27.0% | $5,609+45.5% |
| Admin fee / account holder | $31,437 | $10,916+188.0% | $9,284+238.6% | $10,827+190.4% |