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 | $71,514 | $138,065-48.2% | $123,544-42.1% | $135,375-47.2% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -7.94% | 153.68%-161.6pp | 119.20%-127.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $3,464 | $5,151-32.8% | $4,628-25.1% | $4,779-27.5% |
| Participant deferral / active EE | $6,150 | $6,799-9.5% | $6,426-4.3% | $5,609+9.6% |
| Admin fee / account holder | $1,189 | $10,916-89.1% | $9,284-87.2% | $10,827-89.0% |