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 | $46,659 | $138,065-66.2% | $123,544-62.2% | $135,375-65.5% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -2.98% | 153.68%-156.7pp | 119.20%-122.2pp | 519.73%-522.7pp |
| Employer contribution / active EE | $2,458 | $5,151-52.3% | $4,628-46.9% | $4,779-48.6% |
| Participant deferral / active EE | $4,122 | $6,799-39.4% | $6,426-35.9% | $5,609-26.5% |
| Admin fee / account holder | $397 | $10,916-96.4% | $9,284-95.7% | $10,827-96.3% |