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 | $114,306 | $138,065-17.2% | $123,544-7.5% | $135,375-15.6% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -4.72% | 153.68%-158.4pp | 119.20%-123.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,080 | $5,151-59.6% | $4,628-55.1% | $4,779-56.5% |
| Participant deferral / active EE | $3,919 | $6,799-42.4% | $6,426-39.0% | $5,609-30.1% |
| Admin fee / account holder | $6,652 | $10,916-39.1% | $9,284-28.4% | $10,827-38.6% |