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 | $39,644 | $138,065-71.3% | $123,544-67.9% | $135,375-70.7% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -2.88% | 153.68%-156.6pp | 119.20%-122.1pp | 519.73%-522.6pp |
| Employer contribution / active EE | $3,367 | $5,151-34.6% | $4,628-27.3% | $4,779-29.6% |
| Participant deferral / active EE | $7,202 | $6,799+5.9% | $6,426+12.1% | $5,609+28.4% |
| Admin fee / account holder | $3,663 | $10,916-66.4% | $9,284-60.5% | $10,827-66.2% |