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 | $33,384 | $138,065-75.8% | $123,544-73.0% | $135,375-75.3% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -4.26% | 153.68%-157.9pp | 119.20%-123.5pp | 519.73%-524.0pp |
| Employer contribution / active EE | $2,553 | $5,151-50.4% | $4,628-44.8% | $4,779-46.6% |
| Participant deferral / active EE | $6,466 | $6,799-4.9% | $6,426+0.6% | $5,609+15.3% |
| Admin fee / account holder | $5,179 | $10,916-52.6% | $9,284-44.2% | $10,827-52.2% |