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 | $61,194 | $138,065-55.7% | $123,544-50.5% | $135,375-54.8% |
| Participation rate | 81.3% | 84.7%-3.5pp | 82.3%-1.0pp | 82.6%-1.4pp |
| Annual return | -7.51% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,828 | $5,151-64.5% | $4,628-60.5% | $4,779-61.7% |
| Participant deferral / active EE | $4,702 | $6,799-30.8% | $6,426-26.8% | $5,609-16.2% |
| Admin fee / account holder | $555 | $10,916-94.9% | $9,284-94.0% | $10,827-94.9% |