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 | $34,136 | $138,065-75.3% | $123,544-72.4% | $135,375-74.8% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -8.20% | 153.68%-161.9pp | 119.20%-127.4pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,605 | $5,151-49.4% | $4,628-43.7% | $4,779-45.5% |
| Participant deferral / active EE | $6,398 | $6,799-5.9% | $6,426-0.4% | $5,609+14.1% |
| Admin fee / account holder | $4,975 | $10,916-54.4% | $9,284-46.4% | $10,827-54.1% |