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 | $48,937 | $138,065-64.6% | $123,544-60.4% | $135,375-63.9% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -1.56% | 153.68%-155.2pp | 119.20%-120.8pp | 519.73%-521.3pp |
| Employer contribution / active EE | $4,505 | $5,151-12.6% | $4,628-2.7% | $4,779-5.7% |
| Participant deferral / active EE | $5,978 | $6,799-12.1% | $6,426-7.0% | $5,609+6.6% |
| Admin fee / account holder | $1,370 | $10,916-87.4% | $9,284-85.2% | $10,827-87.3% |