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 | $61,372 | $138,065-55.5% | $123,544-50.3% | $135,375-54.7% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -7.37% | 153.68%-161.1pp | 119.20%-126.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,003 | $5,151-61.1% | $4,628-56.7% | $4,779-58.1% |
| Participant deferral / active EE | $4,384 | $6,799-35.5% | $6,426-31.8% | $5,609-21.8% |
| Admin fee / account holder | $1,852 | $10,916-83.0% | $9,284-80.1% | $10,827-82.9% |