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 | $47,096 | $138,065-65.9% | $123,544-61.9% | $135,375-65.2% |
| Participation rate | 70.8% | 84.7%-13.9pp | 82.3%-11.5pp | 82.6%-11.8pp |
| Annual return | -1.17% | 153.68%-154.9pp | 119.20%-120.4pp | 519.73%-520.9pp |
| Employer contribution / active EE | $3,272 | $5,151-36.5% | $4,628-29.3% | $4,779-31.5% |
| Participant deferral / active EE | $7,237 | $6,799+6.4% | $6,426+12.6% | $5,609+29.0% |
| Admin fee / account holder | $2,089 | $10,916-80.9% | $9,284-77.5% | $10,827-80.7% |