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 | $112,931 | $138,065-18.2% | $123,544-8.6% | $135,375-16.6% |
| Participation rate | 76.9% | 84.7%-7.8pp | 82.3%-5.4pp | 82.6%-5.7pp |
| Annual return | -7.60% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,859 | $5,151-44.5% | $4,628-38.2% | $4,779-40.2% |
| Participant deferral / active EE | $4,622 | $6,799-32.0% | $6,426-28.1% | $5,609-17.6% |
| Admin fee / account holder | $2,436 | $10,916-77.7% | $9,284-73.8% | $10,827-77.5% |