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 | $64,903 | $135,635-52.1% | $110,238-41.1% | $135,375-52.1% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -5.13% | 513.19%-518.3pp | 314.74%-319.9pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,251 | $4,906-74.5% | $3,826-67.3% | $4,779-73.8% |
| Participant deferral / active EE | $2,580 | $5,506-53.1% | $4,672-44.8% | $5,609-54.0% |
| Admin fee / account holder | $22,425 | $11,457+95.7% | $8,547+162.4% | $10,827+107.1% |