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 | $53,978 | $138,065-60.9% | $123,544-56.3% | $135,375-60.1% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -8.74% | 153.68%-162.4pp | 119.20%-127.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $2,184 | $5,151-57.6% | $4,628-52.8% | $4,779-54.3% |
| Participant deferral / active EE | $10,125 | $6,799+48.9% | $6,426+57.6% | $5,609+80.5% |
| Admin fee / account holder | $2,432 | $10,916-77.7% | $9,284-73.8% | $10,827-77.5% |