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 | $103,925 | $138,065-24.7% | $123,544-15.9% | $135,375-23.2% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -4.40% | 153.68%-158.1pp | 119.20%-123.6pp | 519.73%-524.1pp |
| Employer contribution / active EE | $3,489 | $5,151-32.3% | $4,628-24.6% | $4,779-27.0% |
| Participant deferral / active EE | $6,808 | $6,799+0.1% | $6,426+5.9% | $5,609+21.4% |
| Admin fee / account holder | $16,091 | $10,916+47.4% | $9,284+73.3% | $10,827+48.6% |