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 | $69,866 | $138,065-49.4% | $123,544-43.4% | $135,375-48.4% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -8.25% | 153.68%-161.9pp | 119.20%-127.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,118 | $5,151-58.9% | $4,628-54.2% | $4,779-55.7% |
| Participant deferral / active EE | $7,015 | $6,799+3.2% | $6,426+9.2% | $5,609+25.1% |
| Admin fee / account holder | $713 | $10,916-93.5% | $9,284-92.3% | $10,827-93.4% |