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 | $28,717 | $138,065-79.2% | $123,544-76.8% | $135,375-78.8% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -4.24% | 153.68%-157.9pp | 119.20%-123.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $2,510 | $5,151-51.3% | $4,628-45.8% | $4,779-47.5% |
| Participant deferral / active EE | $4,678 | $6,799-31.2% | $6,426-27.2% | $5,609-16.6% |
| Admin fee / account holder | $33,099 | $10,916+203.2% | $9,284+256.5% | $10,827+205.7% |