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 | $105,498 | $138,065-23.6% | $123,544-14.6% | $135,375-22.1% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -6.31% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,240 | $5,151-56.5% | $4,628-51.6% | $4,779-53.1% |
| Participant deferral / active EE | $4,174 | $6,799-38.6% | $6,426-35.0% | $5,609-25.6% |
| Admin fee / account holder | $15,231 | $10,916+39.5% | $9,284+64.1% | $10,827+40.7% |