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 | $34,884 | $138,065-74.7% | $123,544-71.8% | $135,375-74.2% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -6.27% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,584 | $5,151-69.2% | $4,628-65.8% | $4,779-66.8% |
| Participant deferral / active EE | $3,975 | $6,799-41.5% | $6,426-38.1% | $5,609-29.1% |
| Admin fee / account holder | $3,091 | $10,916-71.7% | $9,284-66.7% | $10,827-71.4% |