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 | $64,411 | $138,065-53.3% | $123,544-47.9% | $135,375-52.4% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -3.69% | 153.68%-157.4pp | 119.20%-122.9pp | 519.73%-523.4pp |
| Employer contribution / active EE | $1,554 | $5,151-69.8% | $4,628-66.4% | $4,779-67.5% |
| Participant deferral / active EE | $3,648 | $6,799-46.3% | $6,426-43.2% | $5,609-35.0% |
| Admin fee / account holder | $2,248 | $10,916-79.4% | $9,284-75.8% | $10,827-79.2% |