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 | $83,146 | $138,065-39.8% | $123,544-32.7% | $135,375-38.6% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -7.96% | 153.68%-161.6pp | 119.20%-127.2pp | 519.73%-527.7pp |
| Employer contribution / active EE | $977 | $5,151-81.0% | $4,628-78.9% | $4,779-79.6% |
| Participant deferral / active EE | $12,107 | $6,799+78.1% | $6,426+88.4% | $5,609+115.9% |
| Admin fee / account holder | $19,987 | $10,916+83.1% | $9,284+115.3% | $10,827+84.6% |