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 | $93,203 | $138,065-32.5% | $123,544-24.6% | $135,375-31.2% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -3.98% | 153.68%-157.7pp | 119.20%-123.2pp | 519.73%-523.7pp |
| Employer contribution / active EE | $2,895 | $5,151-43.8% | $4,628-37.4% | $4,779-39.4% |
| Participant deferral / active EE | $6,343 | $6,799-6.7% | $6,426-1.3% | $5,609+13.1% |
| Admin fee / account holder | $28,463 | $10,916+160.7% | $9,284+206.6% | $10,827+162.9% |