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 | $67,850 | $138,065-50.9% | $123,544-45.1% | $135,375-49.9% |
| Participation rate | 73.9% | 84.7%-10.8pp | 82.3%-8.4pp | 82.6%-8.7pp |
| Annual return | -5.13% | 153.68%-158.8pp | 119.20%-124.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,565 | $5,151-50.2% | $4,628-44.6% | $4,779-46.3% |
| Participant deferral / active EE | $3,874 | $6,799-43.0% | $6,426-39.7% | $5,609-30.9% |
| Admin fee / account holder | $15,011 | $10,916+37.5% | $9,284+61.7% | $10,827+38.6% |