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 | $89,184 | $160,055-44.3% | $140,016-36.3% | $135,375-34.1% |
| Participation rate | 77.3% | 88.5%-11.2pp | 87.5%-10.2pp | 82.6%-5.4pp |
| Annual return | -5.86% | 911.38%-917.2pp | 651.12%-657.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $3,002 | $6,420-53.2% | $5,606-46.5% | $4,779-37.2% |
| Participant deferral / active EE | $3,737 | $7,642-51.1% | $6,927-46.1% | $5,609-33.4% |
| Admin fee / account holder | $3,540 | $13,328-73.4% | $10,705-66.9% | $10,827-67.3% |