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 | $72,704 | $138,065-47.3% | $123,544-41.2% | $135,375-46.3% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -4.36% | 153.68%-158.0pp | 119.20%-123.6pp | 519.73%-524.1pp |
| Employer contribution / active EE | $3,807 | $5,151-26.1% | $4,628-17.7% | $4,779-20.3% |
| Participant deferral / active EE | $6,985 | $6,799+2.7% | $6,426+8.7% | $5,609+24.5% |
| Admin fee / account holder | $7,727 | $10,916-29.2% | $9,284-16.8% | $10,827-28.6% |