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 | $99,029 | $135,635-27.0% | $110,238-10.2% | $135,375-26.8% |
| Participation rate | 70.0% | 83.5%-13.5pp | 79.8%-9.8pp | 82.6%-12.6pp |
| Annual return | -5.22% | 513.19%-518.4pp | 314.74%-320.0pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,238 | $4,906-54.4% | $3,826-41.5% | $4,779-53.2% |
| Participant deferral / active EE | $5,073 | $5,506-7.9% | $4,672+8.6% | $5,609-9.6% |
| Admin fee / account holder | $439 | $11,457-96.2% | $8,547-94.9% | $10,827-95.9% |