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 | $75,609 | $138,065-45.2% | $123,544-38.8% | $135,375-44.1% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -7.39% | 153.68%-161.1pp | 119.20%-126.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $3,079 | $5,151-40.2% | $4,628-33.5% | $4,779-35.6% |
| Participant deferral / active EE | $7,401 | $6,799+8.9% | $6,426+15.2% | $5,609+32.0% |
| Admin fee / account holder | $12,421 | $10,916+13.8% | $9,284+33.8% | $10,827+14.7% |