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 | $49,216 | $138,065-64.4% | $123,544-60.2% | $135,375-63.6% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -7.28% | 153.68%-161.0pp | 119.20%-126.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,413 | $5,151-53.2% | $4,628-47.9% | $4,779-49.5% |
| Participant deferral / active EE | $9,118 | $6,799+34.1% | $6,426+41.9% | $5,609+62.6% |
| Admin fee / account holder | $1,608 | $10,916-85.3% | $9,284-82.7% | $10,827-85.1% |