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 | $89,977 | $138,065-34.8% | $123,544-27.2% | $135,375-33.5% |
| Participation rate | 81.3% | 84.7%-3.5pp | 82.3%-1.0pp | 82.6%-1.4pp |
| Annual return | -6.83% | 153.68%-160.5pp | 119.20%-126.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $4,049 | $5,151-21.4% | $4,628-12.5% | $4,779-15.3% |
| Participant deferral / active EE | $5,577 | $6,799-18.0% | $6,426-13.2% | $5,609-0.6% |
| Admin fee / account holder | $1,271 | $10,916-88.4% | $9,284-86.3% | $10,827-88.3% |