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 | $49,687 | $138,065-64.0% | $123,544-59.8% | $135,375-63.3% |
| Participation rate | 70.6% | 84.7%-14.1pp | 82.3%-11.7pp | 82.6%-12.1pp |
| Annual return | -7.36% | 153.68%-161.0pp | 119.20%-126.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,514 | $5,151-70.6% | $4,628-67.3% | $4,779-68.3% |
| Participant deferral / active EE | $5,304 | $6,799-22.0% | $6,426-17.5% | $5,609-5.4% |
| Admin fee / account holder | $8,063 | $10,916-26.1% | $9,284-13.2% | $10,827-25.5% |