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 | $81,212 | $138,065-41.2% | $123,544-34.3% | $135,375-40.0% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -7.78% | 153.68%-161.5pp | 119.20%-127.0pp | 519.73%-527.5pp |
| Employer contribution / active EE | $4,209 | $5,151-18.3% | $4,628-9.0% | $4,779-11.9% |
| Participant deferral / active EE | $7,656 | $6,799+12.6% | $6,426+19.1% | $5,609+36.5% |
| Admin fee / account holder | $3,187 | $10,916-70.8% | $9,284-65.7% | $10,827-70.6% |