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 | $59,285 | $138,065-57.1% | $123,544-52.0% | $135,375-56.2% |
| Participation rate | 81.3% | 84.7%-3.5pp | 82.3%-1.0pp | 82.6%-1.4pp |
| Annual return | -8.36% | 153.68%-162.0pp | 119.20%-127.6pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,522 | $5,151-51.0% | $4,628-45.5% | $4,779-47.2% |
| Participant deferral / active EE | $6,385 | $6,799-6.1% | $6,426-0.6% | $5,609+13.8% |
| Admin fee / account holder | $996 | $10,916-90.9% | $9,284-89.3% | $10,827-90.8% |