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 | $47,803 | $138,065-65.4% | $123,544-61.3% | $135,375-64.7% |
| Participation rate | 77.3% | 84.7%-7.5pp | 82.3%-5.0pp | 82.6%-5.4pp |
| Annual return | -7.88% | 153.68%-161.6pp | 119.20%-127.1pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,946 | $5,151-62.2% | $4,628-58.0% | $4,779-59.3% |
| Participant deferral / active EE | $5,537 | $6,799-18.6% | $6,426-13.8% | $5,609-1.3% |
| Admin fee / account holder | $5,497 | $10,916-49.6% | $9,284-40.8% | $10,827-49.2% |