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 | $23,032 | $138,065-83.3% | $123,544-81.4% | $135,375-83.0% |
| Participation rate | 73.3% | 84.7%-11.4pp | 82.3%-9.0pp | 82.6%-9.3pp |
| Annual return | -5.98% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,475 | $5,151-71.4% | $4,628-68.1% | $4,779-69.1% |
| Participant deferral / active EE | $2,574 | $6,799-62.1% | $6,426-59.9% | $5,609-54.1% |
| Admin fee / account holder | $665 | $10,916-93.9% | $9,284-92.8% | $10,827-93.9% |