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 | $70,430 | $138,065-49.0% | $123,544-43.0% | $135,375-48.0% |
| Participation rate | 70.6% | 84.7%-14.1pp | 82.3%-11.7pp | 82.6%-12.1pp |
| Annual return | -6.11% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,865 | $5,151-44.4% | $4,628-38.1% | $4,779-40.1% |
| Participant deferral / active EE | $6,278 | $6,799-7.7% | $6,426-2.3% | $5,609+11.9% |
| Admin fee / account holder | $2,525 | $10,916-76.9% | $9,284-72.8% | $10,827-76.7% |