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 | $52,689 | $138,065-61.8% | $123,544-57.4% | $135,375-61.1% |
| Participation rate | 76.5% | 84.7%-8.3pp | 82.3%-5.8pp | 82.6%-6.2pp |
| Annual return | -2.88% | 153.68%-156.6pp | 119.20%-122.1pp | 519.73%-522.6pp |
| Employer contribution / active EE | $3,269 | $5,151-36.5% | $4,628-29.4% | $4,779-31.6% |
| Participant deferral / active EE | $6,419 | $6,799-5.6% | $6,426-0.1% | $5,609+14.4% |
| Admin fee / account holder | $5,364 | $10,916-50.9% | $9,284-42.2% | $10,827-50.5% |