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 | $77,151 | $138,065-44.1% | $123,544-37.6% | $135,375-43.0% |
| Participation rate | 76.9% | 84.7%-7.8pp | 82.3%-5.4pp | 82.6%-5.7pp |
| Annual return | -7.28% | 153.68%-161.0pp | 119.20%-126.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $3,137 | $5,151-39.1% | $4,628-32.2% | $4,779-34.4% |
| Participant deferral / active EE | $5,528 | $6,799-18.7% | $6,426-14.0% | $5,609-1.4% |
| Admin fee / account holder | $7,024 | $10,916-35.7% | $9,284-24.3% | $10,827-35.1% |