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 | $111,862 | $138,065-19.0% | $123,544-9.5% | $135,375-17.4% |
| Participation rate | 72.2% | 84.7%-12.5pp | 82.3%-10.1pp | 82.6%-10.4pp |
| Annual return | -3.29% | 153.68%-157.0pp | 119.20%-122.5pp | 519.73%-523.0pp |
| Employer contribution / active EE | $1,226 | $5,151-76.2% | $4,628-73.5% | $4,779-74.3% |
| Participant deferral / active EE | $2,620 | $6,799-61.5% | $6,426-59.2% | $5,609-53.3% |
| Admin fee / account holder | $4,219 | $10,916-61.3% | $9,284-54.6% | $10,827-61.0% |