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 | $33,293 | $138,065-75.9% | $123,544-73.1% | $135,375-75.4% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -6.63% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,565 | $5,151-69.6% | $4,628-66.2% | $4,779-67.2% |
| Participant deferral / active EE | $3,928 | $6,799-42.2% | $6,426-38.9% | $5,609-30.0% |
| Admin fee / account holder | $881 | $10,916-91.9% | $9,284-90.5% | $10,827-91.9% |