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 | $50,276 | $135,635-62.9% | $110,238-54.4% | $135,375-62.9% |
| Participation rate | 78.6% | 83.5%-4.9pp | 79.8%-1.2pp | 82.6%-4.1pp |
| Annual return | -6.66% | 513.19%-519.8pp | 314.74%-321.4pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,147 | $4,906-56.3% | $3,826-43.9% | $4,779-55.1% |
| Participant deferral / active EE | $6,411 | $5,506+16.4% | $4,672+37.2% | $5,609+14.3% |
| Admin fee / account holder | $5,950 | $11,457-48.1% | $8,547-30.4% | $10,827-45.0% |