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 | $69,530 | $135,635-48.7% | $110,238-36.9% | $135,375-48.6% |
| Participation rate | 76.5% | 83.5%-7.0pp | 79.8%-3.3pp | 82.6%-6.2pp |
| Annual return | -7.88% | 513.19%-521.1pp | 314.74%-322.6pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,202 | $4,906-75.5% | $3,826-68.6% | $4,779-74.8% |
| Participant deferral / active EE | $4,088 | $5,506-25.8% | $4,672-12.5% | $5,609-27.1% |
| Admin fee / account holder | $16,679 | $11,457+45.6% | $8,547+95.1% | $10,827+54.1% |