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 | $114,202 | $138,065-17.3% | $123,544-7.6% | $135,375-15.6% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -4.13% | 153.68%-157.8pp | 119.20%-123.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $4,692 | $5,151-8.9% | $4,628+1.4% | $4,779-1.8% |
| Participant deferral / active EE | $13,216 | $6,799+94.4% | $6,426+105.7% | $5,609+135.6% |
| Admin fee / account holder | $26,955 | $10,916+146.9% | $9,284+190.3% | $10,827+149.0% |