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 | $105,950 | $138,065-23.3% | $123,544-14.2% | $135,375-21.7% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -5.73% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,319 | $5,151-55.0% | $4,628-49.9% | $4,779-51.5% |
| Participant deferral / active EE | $4,251 | $6,799-37.5% | $6,426-33.8% | $5,609-24.2% |
| Admin fee / account holder | $674 | $10,916-93.8% | $9,284-92.7% | $10,827-93.8% |