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 | $59,032 | $138,065-57.2% | $123,544-52.2% | $135,375-56.4% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -3.49% | 153.68%-157.2pp | 119.20%-122.7pp | 519.73%-523.2pp |
| Employer contribution / active EE | $3,722 | $5,151-27.7% | $4,628-19.6% | $4,779-22.1% |
| Participant deferral / active EE | $2,807 | $6,799-58.7% | $6,426-56.3% | $5,609-49.9% |
| Admin fee / account holder | $47,015 | $10,916+330.7% | $9,284+406.4% | $10,827+334.2% |